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The Action calendar : scheduling actions

This calendar is brought up via the Image OTS_Calendar icon as found next to an action date, in the context of action creation or modifying.
 
The following illustration shows for instance how a due date is scheduled while creating a new action. In this example, action is created on December, 16 and it concerns an appointment with a prospect that is meant to happen on December, 23 at 10 AM :

  1. the calendar is displayed : the current date and time appear on the monthly view and time sliders;
  2. December, 23 is then selected, and so is the time of the appointment ;
  3. the appointment with the prospect now appears with the right date and time.

Figure 7.62: Setting the right date and time for a future action.
Image CRM_CALENDAR


next up previous
Next: Editing actions : examples Up: Managing past and future Previous: Managing past and future