c360 Group Calendar for Microsoft Dynamics CRM 4.0
|
|
- Pierce Hill
- 5 years ago
- Views:
Transcription
1 c360 Group Calendar for Microsoft Dynamics CRM 4.0 Users s Guide (How to use GroupCalendar for MS CRM 4)
2 Users s Guide 30/06/2008 Table of Contents 1 WELCOME 3 2 USER S GUIDE Introduction How to Use Side Bar Personal settings Default Settings Day-View TopDown-View Week-View Month-View Gantt-View Recurring Activities 15 3 CONTACT ERROR! BOOKMARK NOT DEFINED. Page 2
3 Users s Guide 30/06/ Welcome Welcome to the help for GroupCalendar for MS CRM 4. This document will show you the functionality and features of the GroupCalendar. If you need to reach us, see the Contact page GroupCalendar for MS CRM 4 Page 3
4 Users s Guide 30/06/ User s Guide 2.1 Introduction GroupCalendar is an enhancement for Microsoft CRM 4 that is designed to provide a comprehensive view of all activities associated with an user or an group of users. With the GroupCalendar users now can view the calendars of one or many users at the same time. So they can check for scheduling conflicts and also can check the activities for a team scheduling. GroupCalendar for MS CRM gives you the ability to view this activities in a day-, week- or month-view Why you should use GroupCalendar GroupCalendar testimonial from one of our customers We had a need with our Microsoft CRM implementation to allow efficient scheduling of appointments for our salespeople by our telesales department. Native CRM calendaring did not give the functionality for one manager to see a quick, complete view of a subordinate s activities, so we searched for a solution - and found the excellent GroupCalendar. It allows our telesales department to quickly view scheduled activities of all salespeople so they spend more time creating appointments with revenue generating leads and less time trying to discover when a salesperson is available. 2.2 How to Use To access the GroupCalendar select the side tab button from the HOME of Microsoft CRM 4. When you open the GroupCalendar the first time you will see the activities from today. GroupCalendar for MS CRM 4 Page 4
5 Users s Guide 30/06/ Side Bar The Side-Bar is in every view (day,week,month) the same. Click this button to select more then one user. This is helpful to see the activities of user1, user2,.. at the same time. With the Settings button each user can define his own personal settings of the GroupCalendar. (visibility of columns,width of columns,..) Shows the selected day Select month and year with a click. With a click on the day you can witch to another day. With a click on the week you change autom. into the week view of this week. Click on this button to switch to the day-view of today. The checkboxes allows the user to select activity-type should be visible in the GroupCalendar. Shows you the actual selected user(s) or group. Opens a Print Preview Window. Tell the TopDown View to hide all users, which have no activities on the selected date. Filter to show only the open actibities or activities where the choosen users are only attendees. GroupCalendar for MS CRM 4 Page 5
6 Users s Guide 30/06/ Personal settings With clicking the Settings -Button on the Side-Bar each user can configure the look and feel of the GroupCalendar as he wants. What can be defined in the settings: Default view when opening the GroupCalendar. Column-width Columns visible Default user/group selection when opening the GroupCalendar Default filter criterias of the side-bar.. GroupCalendar for MS CRM 4 Page 6
7 Users s Guide 30/06/ Define Groups 1. Open Advanced Find in MS CRM : 2. Change in the Look For Drop-Down-Listbox the type to Users and select the criteria s for the group of users you want to define. 3. Click on Save as and give the group a name. GroupCalendar for MS CRM 4 Page 7
8 Users s Guide 30/06/ Go back to the GroupCalendar and open the drop-down list box Select Users. You will see now the new created group Users with A. Maybe you have to refresh to userlist. To do this, click on the icon to the left of the drop-down list box. GroupCalendar for MS CRM 4 Page 8
9 Users s Guide 30/06/ Default Settings In this window it is possible to define the default view when opening the GroupCalendar. Also it is possible to define the default Group/User and filter criterias. To change the position of the columns you have to modify the Sort-Column. This is done via drag and drop. Grab a column and drop it at the desired position. The slot where a column can be dropped will be highlighted on drag over. Column width can be changed by dragging the edges of the column headers to either side to enlarge or shrink column. You could also double-click a column and enter the specific width for the column in pixel. GroupCalendar for MS CRM 4 Page 9
10 Users s Guide 30/06/ Day-View This page should give you a overview of the day-view. After opening the lines are sorted by the start time. The rows may be resorted by clicking on any column header. Clicking on a column header once will sort records in ascending order. Clicking the same column header a second time will sort indescending order. Change between Day-,Week-, Month - View Shows the Organizer / Customer of the activity Choose the type of activity you want to create. Select the user from whom you want to see the activities Shows the type of the activity Double clicking on a row will open the activity in a new form. With the checkboxes in the right you can define which activities you want to see. GroupCalendar for MS CRM 4 Page 10
11 Users s Guide 2.8 TopDown-View Shows the type of the activity You can easily drag and drop your appointments to reschedule With the right-click menu you can open the selected item, serialize an appointment ( See Serialize activity) or create a new item starting at the selected time. GroupCalendar for MS CRM 4 Page 11
12 Users s Guide 2.9 Week-View Change to the Gantt-View. Day of the week. GroupCalendar for MS CRM 4 Page 12
13 Users s Guide 2.10 Month-View You only need to move the cursor on the activity and you get nearly every information of the activity. Activity-Type Regarding Attendees Organizer With a click on the activity you can open the activity. With a click on the day-number you can switch to the Day-View GroupCalendar for MS CRM 4 Page 13
14 Users s Guide 2.11 Gantt-View Change to List-View / Gantt-View Different colours for different types of activities You only need to move the cursor on the activity and you get nearly every information of the activity. Activity-Type Regarding Attendees Organizer GroupCalendar for MS CRM 4 Page 14
15 2.12 Recurring Activities You can create recurring activities from Appointments, Tasks and Phonecalls. The activity must already exist to create a new series. You can either create it from GroupCalendar or from the activity itself Create Recurring Activity from GroupCalendar To create a new series from GroupCalendar, rightclick the activity from the Week-, Day- or TopDownview and select Recurring Activity. This option is available for Appointments, Tasks and Phone Calls. Week/Day-View TopDown-View
16 Users s Guide Create Recurring Activity from Microsoft CRM To create a new series from Microsoft CRM, open the activity and select Recurring Activity in the toolbar. This buttons are available on Appointments, Tasks and Phone Calls Recurring Activity Dialog When you followed the steps in and/or you ll see following dialog. GroupCalendar for MS CRM 4
17 Users s Guide Recurrence Pattern: Daily Creates the activity on every day within the start and end date which you configured in the Recurrence Range -section. Weekly You can choose the days of week on which the activity should be created weekly. The activities will be created until the end date which you configured in the Recurrence Range -section. Monthly You can select the day of month on which the activity should be created monthly. The activities will be created until the end date which you configured in the Recurrence Range -section. Yearly You can select the day and month on which the activity should be created yearly. The activities will be created until the end date which you configured in the Recurrence Range -section. Take ownership: When you create a series from a activity from which you re not the owner, you can take the ownership of the created activities. E.g. UserA is owner of the appointment Write Documentation and UserB want to create a series from this activity. With Take ownership checked, all future appointments are assigned to UserB. With Take ownership unchecked, all future appointments are assigned to UserA. When you create a series, the activities will be linked together with a lookup property. You ll see this on the form of Appointments, Tasks and Phone Calls. This will also indicate if this activity is part of a series. GroupCalendar for MS CRM 4
18 Users s Guide Recurring Tasks & Phone Calls GroupCalendar will create Tasks and Phone Calls in the same way Outlook creates recurring tasks. The next Task/Phone Call of the series will only be created when the previous Task/Phone Call is either Completed, Deleted or Cancelled. Example: If a recurring task is created for Check weekly status report set to expire every 7 days (Sunday) and recurrence is set for 10 instances, only a single task will be created. Group Calendar will automatically create the second task only after that first task is marked as completed, cancelled, or deleted. Again, this behavior is similar to Outlook Change the series When you already have created a series and want to change something (e.g. required contacts or the location) and want to apply this to the whole series, just open the activity, make your change, save the activity and click the Apply to Series -button in the toolbar of the appointment, task or phonecall. Notice: Cancelled and Completed activities will not be affected due historical reason Delete the Series You can delete the series from the activity itself or directly from GroupCalendar in the rightclick menu of the Day-, Week- and TopDown-View. GroupCalendar for MS CRM 4
19 Users s Guide TopDown-View Week/Day-View Activity Toolbar When selecting Delete you ll see following dialog: GroupCalendar for MS CRM 4
20 Users s Guide You can either delete only the activity itself or the entire series. Notice: Cancelled and Completed activities will not be affected when you select Delete the series due historical reason. GroupCalendar for MS CRM 4
21 Users s Guide Cancel the series You can cancel the series from the activity itself or directly from GroupCalendar in the rightclick menu of the Day-, Week- and TopDown-View. TopDown-View Week/Day-View Activity-Toolbar When selecting Cancel you ll see following dialog: GroupCalendar for MS CRM 4
22 Users s Guide You can either cancel only the activity itself or the entire series. Notice: Cancelled and Completed activities will not be affected when you select Cancel the series due historical reason Notification when a series run out The owner of the series will be notified via mail when the last occurrence of the series is about to take place. This would allow the users to know when a series is ending. GroupCalendar for MS CRM 4
GroupCalendar for MS CRM 2011
GroupCalendar for MS CRM 2011 Version 5.0 User Guide (How to use GroupCalendar for MS CRM 2011) The content of this document is subject to change without notice. Microsoft and Microsoft CRM are registered
More informationGroupCalendar for MS CRM 4
GroupCalendar for MS CRM 4 Users Guide (How to use Group Calendar for MS CRM) Group-Calendar for MS CRM 4 Page 1 Table of Contents 1 Welcome 3 2 Instruction 4 2.1 Introduction 4 2.2 Application 4 2.3 Sidebar
More information9 Scheduling Appointments, Meetings, and Events
9 Scheduling Appointments, Meetings, and Events This chapter explains how to: Create an appointment, meeting or event Use QuickAdd to quickly create an appointment Create recurring appointments or meetings
More informationCalendar Basics Outlook 2016 for Windows
Calendar Basics Outlook 2016 for Windows Texas Christian University Information Technology Table of Contents Navigate the Calendar... 1 Create and Edit New Calendar Items... 2 New Appointment... 2 Add
More informationScheduling WebEx Meetings with Microsoft Outlook
Scheduling WebEx Meetings with Microsoft Outlook About WebEx Integration to Outlook, page 1 Scheduling a WebEx Meeting from Microsoft Outlook, page 2 Starting a Scheduled Meeting from Microsoft Outlook,
More informationScheduling WebEx Meetings with Microsoft Outlook
Scheduling WebEx Meetings with Microsoft Outlook About WebEx Integration to Outlook, page 1 Scheduling a WebEx Meeting from Microsoft Outlook, page 2 Starting a Scheduled Meeting from Microsoft Outlook,
More informationScheduling WebEx Meetings with Microsoft Outlook
Scheduling WebEx Meetings with Microsoft Outlook About WebEx Integration to Outlook, page 1 Scheduling a WebEx Meeting from Microsoft Outlook, page 2 Starting a Scheduled Meeting from Microsoft Outlook,
More informationScheduling WebEx Meetings with Microsoft Outlook
Scheduling WebEx Meetings with Microsoft Outlook About WebEx Integration to Outlook, on page 1 Scheduling a WebEx Meeting from Microsoft Outlook, on page 2 Starting a Scheduled Meeting from Microsoft Outlook,
More informationATS Scheduling. To schedule or edit an existing appointment, you can choose the menu option or the calendar 15 icon in the toolbar.
Scheduling To schedule or edit an existing appointment, you can choose the menu option or the calendar 15 icon in the toolbar. Required fields for an appointment are appointment time selected in the calendar
More informationOutlook 2010 Calendar
Outlook 2010 Calendar Table of Contents The Calendar... 4 The Week View... 5 Day View... 6 Month View... 7 Schedule View... 8 Scheduling Appointments... 9 Appointments... 10 Meetings... 10 Creating Appointments/Meetings...
More informationSolar Eclipse Scheduler. Release 9.0
Solar Eclipse Scheduler Release 9.0 Disclaimer This document is for informational purposes only and is subject to change without notice. This document and its contents, including the viewpoints, dates
More informationSwatCal. Swarthmore College s integrated mail and calendar system
SwatCal Swarthmore College s integrated mail and calendar system [SWATCAL] Learn how to use Swarthmore College s integrated email and calendar system. Import/export your meeting maker calendar, create
More informationTable of Contents COURSE OVERVIEW... 3 LESSON 1: OUTLOOK 2010 CALENDAR INTERFACE... 5
Table of Contents COURSE OVERVIEW... 3 LESSON 1: OUTLOOK 2010 CALENDAR INTERFACE... 5 OPEN OUTLOOK CALENDAR... 5 Ribbon... 6 Navigation Pane... 6 Appointment Area... 6 Task Pane... 6 To-Do Bar... 6 THE
More informationMcGhee Productivity Solutions
Chapter 2: Setting up the ContolPanel Go to your Calendar in Outlook Select View from the tabs at the top of your window 1. Choose the Work Week or Week icon on the ribbon 2. Choose the Daily Task List
More informationWarrick County School Corp.
Warrick County School Corp. Ou Microsoft Outlook Web Access Guide Getting StartedStyarted Go to the Warrick County School Corp. Home Page (www.warrick.k12.in.us) and click the Web Mail link. Logging In
More informationWebEx Integration to Outlook for the Mac
WebEx Integration to Outlook for the Mac User Guide WBS29.13 Table of Contents Chapter 1 Introducing WebEx Integration to Outlook for the Mac... 5 About WebEx Integration to Outlook for the Mac... 5 About
More informationWebEx Integration to Outlook. User Guide
WebEx Integration to Outlook User Guide 032009 Copyright 1997-2009. WebEx Communications, Inc. All rights reserved. Cisco, WebEx, and Cisco WebEx are registered trademarks or trademarks of Cisco Systems,
More informationOutlook Web Access Exchange Server
Outlook Web Access Exchange Server Version 2.0 Information Technology Services 2008 Table of Contents I. INTRODUCTION... 1 II. GETTING STARTED... 1 A. Logging In and Existing Outlook Web Access... 1 B.
More informationSSC Campus Front Desk User Guide University of Oregon
SSC Campus Front Desk User Guide University of Oregon Office of Academic Advising 5/3/2016 Table of Contents Advising Center... 1 Appointments... 2 Schedule an Appointment... 2 Cancel an Appointment...
More informationWorking in the MeetMe Conference Window
If your company has this feature available, you can schedule a phone meeting to take place at a specified time in the future and invite people to the meeting. Invited people call the MeetMe conference
More informationADVANCED GroupWise 7.0
ADVANCED GroupWise 7.0 Distributed by the Administrative Technology User Support Department under the Direction of Dr. Russell Clukey, Executive Director, Support Services. Feel free to contact the AT
More informationcoconut calendar user guide Page 1 of 46
coconut calendar user guide Page 1 of 46 coconut calendar user guide CONTENTS Coconut Calendar User guide overview 4 Staff view Dashboard 5 The Dashboard 5 Staff view Schedule 6 Access your schedule 6
More informationinform MS-Outlook Add-In
inform MS-Outlook Add-In User Guide Version 2.01 Created By: Frikkie Saayman 6 February 2017 1 Introduction The inform MS-Outlook Add-In is an extension (of inform) to MS-Outlook that allows MS-Outlook
More information30-Minute Time Scale. Available & Shared Calendars
CALENDAR WINDOW The Calendar Information viewer can be configured in a variety of different views that resemble traditional planner books. The common view is the Day/Week/Month view. This view provides
More informationOutlook: Web Access. Outlook: Web Access AIS Vienna
Outlook: Web Access AIS Vienna Table of Contents Introduction to OWA...1 Log On... 1 OWA Workspace... 2 Hiding/Displaying the Reading Pane... 3 Collapsing/Expanding the Outlook Bar... 4 Log Off... 5 Sending
More informationGoogle Calendar. View: Toggle the calendar view between day, week, month and more All day events: Events and tasks set for all day
12 Google Calendar 1 2 11 6 5 4 3 10 9 8 7 Event status Not replied to Accepted Tentative Declined Reminder(s) set for the event One or more individuals invited to the event Private event Recurring or
More informationGetting Started The Outlook Web Access Window
QUICK Source Microsoft Outlook Web Access in Exchange Server 2003 Getting Started The Outlook Web Access Window ❶ ❷ ❸ ❹ ❺ ❻ ❼ ❽ Using the Reading Pane The Reading Pane allows you to view your e-mail messages
More information5.0 INTRODUCTION 5.1 OBJECTIVES 5.2 BASIC OPERATIONS
Lab Course UNIT 5 E-MAIL Stucture Page No. 5.0 Introduction 152 5.1 Objectives 152 5.2 Basic Operations 152 5.3 Managing Contacts 156 5.4 Lab Exercises 162 5.5 Summary 163 5.6 Further Reading 163 5.0 INTRODUCTION
More informationChapter 1: Fundamentals
Chapter 1: Fundamentals Module A: Getting around The replaces the menus and toolbars of older Outlook versions. Folder pane To-Do bar Ribbon Reading pane The is/are the primary way to access various areas
More informationOUTLOOK WEB ACCESS (OWA) USER S GUIDE. Exchange 2003 Version - OWA Guide
OUTLOOK WEB ACCESS (OWA) USER S GUIDE Exchange 2003 Version - OWA Guide TABLE OF CONTENTS WHAT S NEW IN OWA 2003?...2 General...2 Inbox and Message Composition...2 Tasks...2 INTRODUCTION TO OWA...3 Web-Based
More informationUsing the Outlook Web Access Calendar in Windows
Harvard Medical School Information Technology Vanderbilt Hall, Room 105 617-432-2000 Using the Outlook Web Access Calendar in Windows Overview Outlook Web Access (OWA) has a calendar feature that enables
More informationWeb Report Library User Guide
Web Report Library User Guide Advanced Course Prepared for: Finance & Administration Updated on: 7/18/2011 1:48:00 PM Page 1 Table of Contents Introduction.... 3 InfoView overview. 3 Header Panel.. 3 Workspace
More informationUsing BirchStreet Report Filters
Using BirchStreet Report Filters Each report will open with a screen like the one below which allows a user to select the specific fields which will be displayed on the report, what order the fields should
More informationPerceptive Data Transfer
Perceptive Data Transfer User Guide Version: 6.5.x Written by: Product Knowledge, R&D Date: September 2016 2015 Lexmark International Technology, S.A. All rights reserved. Lexmark is a trademark of Lexmark
More informationOutlook Web Access (OWA) PTHS District 209
Outlook Web Access (OWA) PTHS District 209 Table of Contents Welcome to Outlook Web Access (OWA)... 1 To Access Your Proviso E-mail:... 1 If You Use Windows 95 or 98 or 2000 at Home... 2 About the Navigation
More informationOutlook Calendar
Outlook Calendar - 2003 The Calendar feature in Outlook can be used to add appointments to your own or another person s agenda or to schedule meeting for which you invite other people to attend. Open the
More informationStyle Report Enterprise Edition
INTRODUCTION Style Report Enterprise Edition Welcome to Style Report Enterprise Edition! Style Report is a report design and interactive analysis package that allows you to explore, analyze, monitor, report,
More informationWelcome to the Building Rental Room Reservation System. To learn how to use our new system, please choose from one of the following menus:
Welcome Welcome Welcome to the Building Rental Room Reservation System. To learn how to use our new system, please choose from one of the following menus: Browse Menu Browse Menu The Browse menu contains
More informationBatch Scheduler. Version: 16.0
Batch Scheduler Version: 16.0 Copyright 2018 Intellicus Technologies This document and its content is copyrighted material of Intellicus Technologies. The content may not be copied or derived from, through
More informationUsing Outlook's Calendar and Task Manager
Using Outlook's Calendar and Task Manager Outlook provides many of the appointment scheduling and task management features found in popular Personal Information Managers (PIMs). You will need to have completed
More informationMS Office Outlook 2010 Calendar MS OFFICE Outlook 2010 Calendar
MS OFFICE 2010 Outlook 2010 Calendar MS Office 2010 Outlook 2010 Calendar Information Resources and Technology Training Services Rowan University Memorial Hall 201 Mullica Hill Road Glassboro, NJ 08028-1701
More informationOutlook Calendar 2013
Outlook Calendar 2013 Work Together Add appointments, view and share calendars Open Calendar View your calendar Create an appointment Change appointment details How other staff see your calendar Open another
More informationMeeting Room Manager User Guide
Meeting Room Manager User Guide Carnegie Mellon University 1 Contents Getting Started... 2 Getting an MRM account... 2 Initial Login... 2 Accessing MRM... 2 MRM Terminology... 3 Reservation... 3 Resources...
More informationHGC SUPERHUB HOSTED EXCHANGE
HGC SUPERHUB HOSTED EXCHANGE EMAIL OUTLOOK WEB APP (OWA) 2010 USER GUIDE V2013.6 HGC Superhub Hosted Email OWA User Guide @ 2014 HGC. All right reserved. Table of Contents 1. Get Started... 4 1.1 Log into
More informationSwitching to Google Calendar from Microsoft Outlook Learning Center gsuite.google.com/learning-center
Switching to Google Calendar from Microsoft Outlook 2010 Learning Center gsuite.google.com/learning-center Welcome to Google Calendar Now that you've switched from Microsoft Outlook to G Suite, learn how
More informationTasks. User Guide 4.12
Tasks User Guide 4.12 ABOUT NORTHWOODS CONSULTING PARTNERS Northwoods Consulting Partners, Inc., founded in 1999, is a privately-held software development and services company headquartered in Dublin,
More informationWebmail Plus Tutorial
Webmail Plus Tutorial Created by: Welby Seely, TAC Co-Chair Webmail Plus Calendar The Webmail Plus calendar is an important tool to help you manage your time, audit time sheets, and verify the database.
More informationMANNATECH. Presents. MyMannapages SELF-GUIDED CERTIFICATION
MANNATECH Presents MyMannapages SELF-GUIDED CERTIFICATION The following steps have been created to help you become familiar with the basic functions of MyMannapages. As you begin using these great tools,
More informationAvePoint Meetings Pro for ipad. User Guide
AvePoint Meetings Pro 4.2.3 for ipad User Guide Issued April 2017 Table of Contents About AvePoint Meetings Pro for ipad... 3 Installing AvePoint Meetings Pro for ipad... 4 Getting Started... 5 Logging
More informationLife After Microsoft Outlook
Life After Microsoft Outlook Welcome to Google Calendar Now that you've switched from Microsoft Outlook to Google Apps, here are some tips on beginning to use Google Calendar to manage your day. What's
More informationResource Booker. User Guide. Log into Resource Booker. Make a Booking. Go to and click Log in.
Resource Booker User Guide Log into Resource Booker Go to https://resourcebooker.le.ac.uk and click Log in. Resource Booker is a single sign on application so if you are already logged in on a device on
More informationAstra Scheduling Grids
Astra Scheduling Grids To access the grids, click on the Scheduling Grids option from the Calendars tab. A default grid will be displayed as defined by the calendar permission within your role. Choosing
More informationUSER MANUAL. Calendar 365 TABLE OF CONTENTS. Version: 4.0
USER MANUAL TABLE OF CONTENTS Introduction... 1 Benefits of Calendar 365... 1 Pre-requisites... 2 Installation... 2 Installation Steps... 2 Configuration Steps... 5 Calendar Management... 19 Calendar Activities...
More informationEVERY NATION OUTLOOK WEB ACCESS (OWA) USER S GUIDE
EVERY NATION OUTLOOK WEB ACCESS (OWA) USER S GUIDE Exchange 2003 Version Revised September 2005 TABLE OF CONTENTS WHAT S NEW IN OWA 2003?...2 General...2 Inbox and Message Composition...2 Tasks...2 INTRODUCTION
More informationMicrosoft Outlook 2003 Microsoft screen shots used in accordance with Microsoft rules to be viewed at URL
Microsoft Outlook 2003 Microsoft screen shots used in accordance with Microsoft rules to be viewed at URL http://www.microsoft.com/permission/copyrgt/cop-img.htm#screenshot Compiled by: Charmaine Morris
More informationSetting up the EDGE System in Outlook for Mac 2011
Setting up the EDGE System in Outlook for Mac 2011 TOPICS COVERED INCLUDE: - Turning Off E-mail Notifications - Creating at Task - Setting Up Categories - Setting Up the Task View - Setting Up the Reading
More informationOutlook Skills Tutor. Open Outlook
Outlook Skills Tutor Lakewood School District Open Outlook Working with the Inbox Receiving new email Sorting your Inbox Reading email Using the Reading Pane Sending, replying to, and forwarding messages
More information25Live. Training Manual. 25Live
25Live Training Manual 25Live 25live@mail.montclair.edu 25Live Table of Contents Contents 25Live Training 25Live Training Manual Manual OVERVIEW The 25Live Dashboard 25Live Home Calendar 25Live Availability
More informationOffice 365 Calendar Essentials
Office 365 Calendar Essentials Collapse/Expand Calendar Navigation This is the app launcher tool in the top left of your Outlook on the web window. Select Calendar from the list of available apps or click
More informationc360 Reminder User Guide Microsoft Dynamics CRM 2011 compatible c360 Solutions, Inc.
c360 Reminder User Guide Microsoft Dynamics CRM 2011 compatible c360 Solutions, Inc. www.c360.com www.c360.com Page 1 4/15/2011 Table of Contents Table of Contents... 2 c360 Reminder... 3 Overview... 3
More informationAcademic Mentor Help Manual for CornerstoneConnect Insight. Accessing Insight. Go to URL
Academic Mentor Help Manual for CornerstoneConnect Insight Accessing Insight Go to URL https://wustl-insight.symplicity.com/manager/ Log in with provided username and password (NOT your WUSTL KEY) If you
More informationVEDATRAK CRM 3.0. User Guide
VEDATRAK CRM 3.0 User Guide 2 (C) 2006-2012 SUI SOLUTIONS Ltd. All rights reserved. 3 Contents Overview...9 System Requirements...12 Installation Notes...13 Vedatrak Basics...14 User Roles...14 System
More informationSETUP GUIDE Human Capital Management Suite
SETUP GUIDE Human Capital Management Suite Ormed Information Systems Ltd. Version 1.1 (August 2013) What s Inside What s Inside...1 About this Document...2 Where should I look?...2 Ormed Software Basics...3
More informationAPPOINTMENTS AND EVENTS
In APPOINTMENTS AND EVENTS FOCUS WPL_O717 Outlook Calendar is a scheduling tool that helps you manage appointments, events and meetings with other people. Appointments, events, and meetings are collectively
More informationOutlook 2016 for Mac: Basics
Outlook 2016 for Mac: Basics FINAL 2015. All Rights Reserved. California State University, Bakersfield June 24, 2015 REVISION CONTROL Document Title: Author: File Reference: O2016 Outlook Mac Basics Staff
More informationMicrosoft Outlook 2007 (PC Access)
Microsoft Outlook 2007 (PC Access) Overview Favourites Folders, provide quick folder access The Outlook Bar has been replaced with the Navigation Pane. This allows easy access to the features of Outlook
More informationNavigation Bar Icons
Outlook 2016 Main Screen Navigation Bar Icons Mail Calendar Contains mail-related folders like your Inbox, Sent Items and Search Folders. Use the Favorite Folders at the top of the pane for easy access
More informationUsing Cisco Unified MeetingPlace for IBM Lotus Notes
Using Cisco Unified MeetingPlace for IBM Lotus s Limitations When Scheduling Cisco Unified MeetingPlace Meetings From IBM Lotus s, page 1 How to Schedule a Meeting, page 2 Rescheduling a Meeting, page
More informationAN INTRODUCTION TO OUTLOOK WEB ACCESS (OWA)
INFORMATION TECHNOLOGY SERVICES AN INTRODUCTION TO OUTLOOK WEB ACCESS (OWA) The Prince William County School Division does not discriminate in employment or in its educational programs and activities against
More informationActivityTimeline User Guide https://activitytimeline.com
ActivityTimeline User Guide https://activitytimeline.com Copyright 2018 ActivityTimeline Contents 1. Getting Started... 3 1.1 Overview... 3 1.2 Logging In and Out... 3 1.3 Dashboard Overview... 4 1.4 Issues
More informationUsing the Calendar. Microsoft Outlook Web App. University Information Technology Services. Learning Technologies, Training & Audiovisual Outreach
Using the Calendar Microsoft Outlook Web App University Information Technology Services Learning Technologies, Training & Audiovisual Outreach Copyright 2017 KSU Division of University Information Technology
More informationComponentOne. Scheduler for LightSwitch
ComponentOne Scheduler for LightSwitch Copyright 2012 ComponentOne LLC. All rights reserved. Corporate Headquarters ComponentOne LLC 201 South Highland Avenue 3 rd Floor Pittsburgh, PA 15206 USA Internet:
More informationAstra Scheduling Grids
Astra Scheduling Grids To access the grids, click on the Scheduling Grids option from the Calendars tab. A default grid will be displayed as defined by the calendar permission within your role. Choosing
More informationRequesting Facilities Use Instructions
Requesting Facilities Use Instructions Go to https://www.communityuse.com/default.asp?acctnum=815310597 At the top of the page, you ll see a link to Login to Request Facility Use. Click here to login.
More informationOutlook 2007 Web Access User Guide
Outlook 2007 Web Access User Guide Table of Contents Page i TABLE OF CONTENTS OUTLOOK 2007 MAIL... 1 Launch Outlook Web Access... 1 Screen Elements... 2 Inbox... 3 Read Mail... 3 Delete a Message... 3
More informationBE Share. Microsoft Office SharePoint Server 2010 Basic Training Guide
BE Share Microsoft Office SharePoint Server 2010 Basic Training Guide Site Contributor Table of Contents Table of Contents Connecting From Home... 2 Introduction to BE Share Sites... 3 Navigating SharePoint
More information4. In the Address Book drop-down list, click the address book that contains the addresses you want in your distribution list.
Page 1 of 5 Outlook > Contacts Create and work with a distribution list Show All A distribution list is a collection of contacts. It provides an easy way to send messages to a group of people. For example,
More informationHow-To Guide Outlook 2010 Client (Installed)
How-To Guide Outlook 2010 Client (Installed) Feature: Outlook 2010 Calendar Document Version: April 19, 2011 Contents HOW DO I GET TO THE CALENDAR IN OUTLOOK?... 2 HOW DO I OPEN OR VIEW A BUILDING (OR
More informationSingle User Guide Version 4.0.x
Single User Guide Version 4.0.x Copyright 1992-2001 Milum Corporation. All rights reserved. Office Tracker Single-User Guide Version 4.0.x This manual, as well as the software described in it, is furnished
More informationGetting Started with NCC Reservations. Logging into NCC Reservations. Overview of the Reservations Menu
Getting Started with NCC Reservations NCC Reservations is a web-based application that allows users to submit and manage room reservations and service requests, view facility information and browse events
More information[Not for Circulation] This document provides information regarding using tasks in Microsoft Outlook 2007.
Outlook Tasks This document provides information regarding using tasks in Microsoft Outlook 2007. Overview of Tasks A task is an item that you create in Outlook to track until its completion. Through the
More informationUser s Guide. (Virtual Terminal Edition)
User s Guide (Virtual Terminal Edition) Table of Contents Home Page... 4 Receivables Summary... 4 Past 30 Day Payment Summary... 4 Last 10 Customer Transactions... 4 View Payment Information... 4 Customers
More informationLesson 4: Using the Calendar
Microsoft Office Specialist 2013 Series Microsoft Outlook 2013 Certification Guide Lesson 4: Using the Calendar Lesson Objectives In this lesson, you will explore the features of the Calendar module and
More informationUser Guide Product Design Version 1.7
User Guide Product Design Version 1.7 1 INTRODUCTION 3 Guide 3 USING THE SYSTEM 4 Accessing the System 5 Logging In Using an Access Email 5 Normal Login 6 Resetting a Password 6 Logging Off 6 Home Page
More informationUSER GUIDE PowerGrid CRM 2013/2015
USER GUIDE PowerGrid CRM 2013/2015 Contents Configuring PowerGrid Activity Setup Security Roles Navigating to PowerGrid Grid Entity View Search Bar Reading Pane In-line Edit Action Toolbar Opening a Record
More informationCalendar. Help Documentation
Help Documentation This document was auto-created from web content and is subject to change at any time. Copyright (c) 2019 SmarterTools Inc. Calendar Calendar Overview SmarterMail's calendar feature takes
More informationUser Guide. Customer Self Service (CSS) Web Application Progress Software Corporation. All rights reserved.
User Guide Customer Self Service (CSS) Web Application 1993-2017 Progress Software Corporation. Version 2.1 March 2017 Table of Contents Welcome... 3 Accessing the Customer Self Service (CSS) Web Application...
More informationOLPM. Calendaring. 1. Get the Big Picture with the To-Do Bar
Microsoft Outlook 2007 Tips and Tricks Calendaring 1. Get the Big Picture with the To-Do Bar See your calendar in conjunction with tickler reminders and to dos by using the To-Do Bar. If the To-Do Bar
More informationActivityTimeline User Guide
ActivityTimeline User Guide https://activitytimeline.com Copyright 2018 ActivityTimeline Contents 1. Getting Started... 3 1.1 Overview... 3 1.2 Logging In and Out... 3 1.3 Dashboard Overview... 5 1.4 Header
More informationOutlook: Communication Management Made Easy
Applied Systems Client Network SEMINAR HANDOUT Outlook: Communication Management Made Easy Prepared for ASCnet Applied Systems Client Network 801 Douglas Avenue #205 Altamonte Springs, FL 32714 Phone:
More informationAustin Community College Google Apps Calendars Step-by-Step Guide
The topics that will be covered in this workshop: Access (p.2) Calendar Settings (p.2) o General Tab (p.2) o Calendar Tab (p.3) Change Calendar Color (p.3) Calendar Notifications (p.4) Sharing (p.4) o
More informationFacilities and Safety How-To Guide: Scheduling Appointments and Meetings in Outlook 2010
The Outlook Calendar The calendar is divided into three sections: The Navigation Pane The Calendar Grid The To-Do Bar The calendar may be viewed in several formats. Under the Home tab, in the Arrange section,
More informationMicrosoft Outlook Basics
Microsoft Outlook 2010 Basics 2 Microsoft Outlook 2010 Microsoft Outlook 2010 3 Table of Contents Getting Started with Microsoft Outlook 2010... 7 Starting Microsoft Outlook... 7 Outlook 2010 Interface...
More informationSharePoint List Booster Features
SharePoint List Booster Features Contents Overview... 5 Supported Environment... 5 User Interface... 5 Disabling List Booster, Hiding List Booster Menu and Disabling Cross Page Queries for specific List
More informationSharing the Calendar
Sharing the Calendar The new feature allows you to Share your calendar. To enable this feature, select the Calendar icon on the lower left side of your screen also known as the Navigation Pane. Then Click
More informationHOMETRAK COMPANION RELATIONSHIPS: SCHEDULING WITH CALENDARS VERSION 6.3
HOMETRAK COMPANION RELATIONSHIPS: SCHEDULING WITH CALENDARS VERSION 6.3 The following is our recommended best practices for creating schedules within HomeTrak Companion. First, let s do a quick review
More informationAstra Schedule User Guide Scheduler
Astra Schedule User Guide 7.5.12 Scheduler 1 P a g e ASTRA SCHEDULE USER GUIDE 7.5.12... 1 LOGGING INTO ASTRA SCHEDULE... 3 LOGIN CREDENTIALS... 3 WORKING WITH CALENDARS... 4 CHOOSING A CALENDAR AND FILTER...
More informationInformation Technology Virtual EMS Help https://msum.bookitadmin.minnstate.edu/ For More Information Please contact Information Technology Services at support@mnstate.edu or 218.477.2603 if you have questions
More informationBASIC NAVIGATION & VIEWS...
Content Overview VISUAL TOUR... 5 NEW FEATURES IN OUTLOOK 2010... 6 BASIC NAVIGATION & VIEWS... 7 SETTING PREFERENCES... 7 Creating an Outlook Shortcut... 7 Choosing a Startup View... 7 CUSTOMIZING INBOX
More informationN C MPASS. Getting Started. Version 6.8
N C MPASS Getting Started Version 6.8 Ontario Telemedicine Network (OTN) All rights reserved. Last update: May 24, 2018 This document is the property of OTN. No part of this document may be reproduced
More information