Calendar Overview

The Calendar is the calendar and scheduling component of the system, and is fully integrated with contacts, properties, appraisals, listings, contracts and employees as well as other features.

With Calendar you can:

Create new Appointments & Tasks. View, update or delete events. Schedule reminders, phone calls, letters, e-mails, meetings, birthdays and anniversaries etc. See: Calendar - Appointment Types for examples of the diverse appointment types that can be created in the system. Depending on how the system is setup, the Office Administrator is able to manage multiple staffs’ calendar events to organise staff meetings, record annual and/or sick leave. You may even enter all national and state public holidays in advance. See: Calendar - Enter Public Holidays.

An Appointment is simply a general appointment; See Calendar - Create an Appointment. Appointments are activities that you schedule in your calendar that do not necessarily involve inviting other people or reserving resources. e.g.: “Pick up dry cleaning”. Appointments may be viewed in particular time slots of 10 minute, 15 minute, 30 minute or 1 hour intervals. See: Calendar - Time Slots.

You can schedule an appointment in your own calendar, and depending on your Role you may have permission to schedule or make changes to appointments in other staff calendars. Appointments can also be made private which then disables others from viewing the details of the appointment.

A Task is an event that may be created ‘on the fly’. See: Creating a New Task and may or not necessarily be an existing Standard Activity e.g.: meet with Joe Smith (vendor). A Task may be assigned to a Contact, Employee, Property, Appraisal, Listing or Contract etc. Unlike Appointments, a Task requires action and therefore requires completion. See: Completing a Task. You may view your Tasks in various date formats for example; today, tomorrow, this week, next week or by selected days by altering the Task Pad View. Note: The task list will only display tasks assigned to the user logged onto the system.

A Standard Activity is a scheduled event e.g.: Weekly vendor phone call. Standard Activities generally form part of a Standard Activity Plan that are assigned implementation dates. This is a dynamic management tool that is essential in maintaining a minimum standard of correspondence, i.e. Mail Merge letters, phone calls, reminders etc.   Standard Activity Plans are attached to Contacts, Buyers, Properties, Appraisals, Listings and/or Contracts. Once attached, your Standard Activities become Tasks will appear in the Task List in the lower section of the Calendar screen. A Task requires action and therefore requires completion. See: Completing a Task

The Taskbar situated at the top of the Calendar, contains function buttons that will perform various functions. For example, the File > New button allows you to quickly create new records. Using the example of adding a new Appointment, if you click on the File > New button, you may select Appointment.