Calendar Options

The User Options view displays the settings for the logged on user. These options are only applicable for that specific user in the Web Client.

Calendar Options allow you to adjust the content and appearance of your calendar to accommodate the way you work. You can set the type of information that displays in activities, the start and end of the work day, the default calendar view, default interval on the calendar, and whether or not completed activities (history) items display. History items only display on the day and week calendars by default. You can also set the user whose calendar is displayed by default. The logged-on user is the default.

To set calendar options

  1. On the status bar, click Options.
  2. Click the Calendar tab.
  3. In the Default Calendar View box, click the drop-down arrow and select the default calendar view you want to display when you open the Calendar view.
  4. In the Show History on Calendar box, click the drop-down arrow and select Yes to display history items or No to not display history items on the day view.
  5. In the First Day of the Week box, click the drop-down arrow and select the day on which your work week starts.
  6. In the View Calendar For box, click the Find button, select a user from the list, and then click OK.
  7. In the Show on Activities box, click the drop-down arrow and select the activity information you want to display on the Calendar.
  8. In the Day Start box, click the drop-down arrow and select the time you want the Calendar to display as your start time.
  9. In the Day End box, click the drop-down arrow and select the time you want the Calendar to display as your end time.
  10. In the Default Interval box, click the drop-down arrow and select whether the calendar displays information in 15, 30 or 60 minute intervals.
  11. In the Default Activity Type box, click the drop-down arrow and select a default activity type. This is the type of activity that will be created when you double-click on any of the Calendar views.
  12. Click Save.

    		13.

    You must log out of the Sage SalesLogix Web Client and then log in again before your options changes take effect.

Related Topics

Viewing the Calendar

Activities Overview

 

 

Tell us how we can make the Help better.