Corporate (CRM) – Weekly

The Weekly tab of the CRM module displays all appointments for the current week.  

Pressing F4 is a shortcut to open this screen.


Adjust Date Range

The date range of the weekly view can be adjusted using the calendar at the top right of the window. Appointments will be listed for each day on the left.  For instance, the below appointment is for user MWA, with North Pole Company, at 13:00, for 1 hour in Meeting Room A.


Icons

The icons on the top right of each day  allow you to view Job details (if applicable), add a new appointment, complete an appointment, or delete an appointment.

Double clicking on an appointment allows you to view more detail, or make edits:

Active Tasks For Everyone at the bottom right of the tab displays the tasks and appointments for all employees.  Double click to view details, or click the “c” icon to complete a task.

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