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Managing Events

Viewing events on the Dashboard

There are multiple views on the Dashboard which show the events that are associated with the current logged in user in different formats. The data that is shown is all events associated with all leads that are assigned to the agent.

Month View

By default this is the view you see when you go to the dashboard. It shows the calendar in a traditional format like on a printed calendar. Events will show up as colored blocks on the day they are scheduled.

 

The color is randomized to make it easier to distinguish events but the color doesn’t have any meaning.

 

What you see on the block is the start time of the event in shorthand, so 9:00 am shows as 9a and 1:00 pm shows as 1p. You also see the event title after the time.

The day highlighted in yellow is the current day.

 

By default the current week/month/year is shown but if you click the Previous button then you can view the previous month/week/year. Likewise, if you click the Next you will see the next week/month/year.

 

If you want to jump back to the current week/month/year then you just need to click the Today button.

List Week/Month/Year

The List Week, List Month, and List views are exactly the same except for the date range of events it shows.

It shows the events as a list and it is (oldest on the top, newest on the bottom).

Event Preview

If you click on the event block on the month view or the row on the list views, then a dialog of the event will pop-up that will show you more details.

This view is just for display only and the event is not editable from here.

Viewing an Event from the Events Tab

From the Lead on Contact detail views you can view a list of Events on the Events tab.

This tab is similar to the List Month view on the Dashboard except it is showing only those events for the particular Lead/Contact you are looking at.

 

Clicking on an event will show the same Event Preview as it does on the Dashboard.

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