The Calendar displays Events, Tasks, Quotes, and Invoices for any given month. There is also a 7-day calendar on the Dashboard which has the same functionality.

Events will appear on the day on which they occur. If an event spans multiple days, it will display on the first day. Tasks will appear on the day on which they are due. Quotes and Invoices will both appear on the last day that they are valid.

If your Access Role permits you to create events, you will notice a button in the top right corner of each calendar day. Clicking on this button will take you to the event form where you can create a new event. The Start and End dates will be pre-filled with the date from the calendar day you clicked the button on. For example, if you click the button on September 3, 2010 then the Start and End dates will both be filled in with September 3, 2010. This makes it easy to create events for any day.

To quickly view details for a calendar item, simply hover over the item name with the cursor. A detailed tooltip will appear over your cursor. If you need to see more information or modify the item, clicking on the item name will take you to the overview page for that item.

The Calendar Day view displays Events, Tasks, Quotes, and Invoices for the specified day. There is also a 7-day calendar on the Dashboard and a monthly calendar that have the same functionality.

If there are many calendar items for a single day then the monthly and weekly calendar will be cluttered. You can view all of the calendar items with the day view. Each item will be listed with details about which project it is on and when it is due.

day-calendar