17. Calendar [5:32]

Description: This video provides an overview of the Calendar tab in the Core4 CRM.

Transcript:
Let’s take a closer look at the Calendar in the Core4 CRM. The Core4 comes complete with a calendar designed to handle individuals and groups. The Calendar tab will look like this. Here at the top we can see the current month and year. These buttons allow me to change the calendar view to Month, Week, or Day. Day View allows you to see events for various users on a certain day. You may view up to 7 users back to back for scheduling on a particular day. The current view will have bold lettering. These blue arrows will navigate forwards or backwards to the next month, week, or day depending on your view.

1:02 You could also select a specific week on the side of the Month view. It will open the selected week in Week view. These options allow you to navigate to a specific month or to a specific year. The Today icon will bring us back to the current day relative to the system clock of your machine. The “Calendar / Groups” area allows you to select individual or group calendars, and display all events for the selected calendars. Group calendars are always in uppercase. Here we have one group calendar called “SALES.” The user calendar highlighted in yellow indicates the current default calendar for the logged in Core user.

1:53 All event text colors and fonts are setup in the Core Preferences. These buttons allow you to select no calendars or all calendars. The Default button will only select the default Core user’s calendar that you are currently logged in as. The calendar in the lower right is a quick way to see another month without having to change your current month view. To open a calendar event’s detail, simply select the event.

2:35 Let’s add a new event to John’s calendar. Simply select the day. Here you may link the event to other calendars. Then let’s add an Event Name. These Categories are setup in the Core Preferences. Then you may add Event Notes. Specify the event’s Start and End Times here. The Reminders button allows you to set a pop-up reminder for an upcoming event. We’ll look at Reminders in just a moment. Here you have options to add recurrences if the event will Repeat, if it is an All Day Event, or if the event is Complete. If you select Repeat, you’ll have options to set the recurrence as daily, weekly, monthly, or yearly. Here you may link the event to a Contact, Project, or Opportunity.

3:56 Next let’s see what a pop-up Reminder looks like for an event. I’ll create an event. Then select the Reminders button. Select the Users to Remind, and the Reminder time. Here’s the event reminder popping up right in FileMaker. You may Snooze to be reminded at a later time, Dismiss All reminders, Open the specific item, or Dismiss this single reminder.

4:50 This is just a brief overview of the many features and possibilities of the Core4. For more information on what the Core can do for you please visit http://www.Core4CRM.com, review the videos and documentation, and try a demo.

5:08 Please contact us via email, phone, or browse our forum if you have additional questions. We look forward to hearing from you and automating your business to operate more efficiently.

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