CRM Phase 1 - Flipbook - Page 15
STEP
PROCESS
STEP 1
From within My desktop select My tasks.
STEP 2
The diary can be changed from, Day or Week view.
Day/Week view
The preferred view can be defaulted on entry to My Tasks also allowing a user to
define which day of the week the diary should always start on.
To navigate, use the arrow icons towards the bottom of the diary, a single
navigation by week or the double
clicking the Go to date icon
STEP 3
allows
by month. Alternatively select the date by
.
Once the day has been selected, complete the Diary appointment screen with details
of the time, details, if the appointment is confidential and if the entry is to be shown as
a block booking.
Creating a Diary Entry
02.013.01.L1 9304E
Page 15 of 115
