The My Calendar workspace allows you to create and manage personal appointments or meetings. You can also link a calendar entry to a customer record.
The Calendar workspace is displayed by clicking My Calendar on the Shortcut Bar, or by selecting the Calendar tab on the ribbon bar.
The workspace will display today, this week, or this month when first selected, depending on the view chosen.
Linking a Calendar Event to a Customer
Editing an Existing Calendar Event
Searching for a Calendar Event