OnBoard Day 11 - Calendar Tab

The Calendar tab is similar to the main Calendar located at the top of the screen except the appointments shown in the tab only applies to the selected contact.  Use the left/right arrows on the left side of the calendar to move between dates.  The Month, Week and Day buttons change the view of the calendar as needed.      

When viewing the Day or Week view, you can click and drag a specific time range to add an appointment to the contact.  By selecting the time range between 9am and 10:30am will show the popup window shown below.  Enter the Title of the task and modify the Assign To option as needed to assign the appointment to the correct user of your system.

Once the information about the appointment has been entered correctly, press the Create button to add it to the calendar.   

Clicking on the activity in the calendar displays a popup menu to Delete, Complete or Edit.  It is important that you choose the "Complete" option, once the activity has been completed so that Realvolve removes it from your daily task list.  Any activity not completed will continue to show on your daily task list until it is either completed or deleted.  This insures that everything on your schedule gets done and and important events are not missed.

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Comments

  • Avatar
    TC HPG

    Where is the video?

  • Avatar
    Gary Hall

    There is no video for this tutorial. Not all of them videos.

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    Bridgett Morell

    Is there a way for the dates that are entered under the "Transaction" tab can be shown on the calendar? For example: Acceptance Date, Closing Date, Inspection Date?

    Thanks!

  • Avatar
    Gary Hall
  • Avatar
    Michael Burns

    Is there a way to adjust the view? I do not do much between 12 AM and 5 AM and I HATE scrolling down to add activities.

  • Avatar
    T N

    Same request as M Burns' Nov 24, 2016: I'd like to "FIX" the default of my calendar to a particular view (e.g. MONTHLY) without having to make any extra click each time.

  • Avatar
    Gary Hall

    This was one of my "things" too :) The ability to pick a start time for your day is coming in the next few weeks and this will be right after that.

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    Kathryn Bedbury

    Yes, would you please make it where we can have a starting time and ending time that works for our team? This way we won't need to scroll down. Thank you!

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    Gary Hall

    That's done! You choose your Start Time in Settings, Set Default Fields, Calendar.

  • Avatar
    Kathryn Bedbury

    You're the best....DONE! 😀

  • Avatar
    Rick Tibbitts

    I bet you guys must hate when a new user starts up and has all sorts of enhancement requests... so here's one regarding the calendar. First, I like that on email you are able to pick up from my Microsoft Exchange account all of my in and outbound messages for clients in Realvolve. So what I'm really hoping is if there's a chance of integrating to an Exchange calendar also so anything entered on my Realvolve calendar would show up on my Outlook calendar.

    Thanks!

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