allows for any kind of scheduling such as, scheduling appointments, installations, or even just scheduling an employee's vacation time. The My Calendar tab
displays appointments for the current user. The Sales Calendar tab
displays all appointments for users defined as a salesperson employee type. The Production and Service Calendar tab
shows all work orders and production work for all users defined as service or work crew employee types. Each calendar has the ability to add, edit, and delete appointments as well as customize which resources are displayed.
Select to view
a single day, week, month, year, or daily time line by choosing from the drop-down. The Agenda displays details of the day’s appointments.
correspond to employee types. Each employee is assigned an employee type by the MarketSharp Administrator. Selecting a resource group will display the names of the employees assigned to that employee type under Resources
. Select which employee’s calendars to view.
The left hand navigational calendar always shows the current date highlighted. Select any date on the calendar to view its appointments.
There is an option to Export to PDF
or Export to iCal
The arrows are used to advance to a later date. In Day view
, the arrows will advance the date by one day. In Week
view, it will advance to the next week or month.
Setting a General Appointment
Right click the time on the calendar for which the appointment should be set and choose Add Event
under Type of Appointment
Enter a category
(optional). This is also an editable drop-down.
Select a Resource.
Verify the Start Time
and End Time
are correct, if not make the necessary changes
This is also where recurring appointments can be setup by putting a check mark in the box next to Recurrence.
Enter a subject, location, and description if desired.
or Save and Email this Event
to send an email to the user marked as the Resource
To learn how to setup a Sales Appointment,
check out this article: Calendar Overview
Edit/Delete an Appointment
To edit or delete an appointment on the calendar, left click the appointment on the calendar. Select Edit Event
to open the appointment, Delete Event
to remove it, or Jump to Contact
to go directly to the Contact Record.
When an appointment is deleted from the calendar, it will just remove it from the calendar. The Contact Record
will still have the appointment, but the date and time will be removed.
If a contact cancels an appointment, it may be best to remove it from the calendar, but not delete the appointment entirely (or remove the date/time).
To do this, left click the appointment on the calendar and click on Jump to Contact
Once on the Contact Record,
go to the the Inquiries & Appointments
tab and then click Edit
next to the appointment that should be hidden.
Next, select the Hide in Calendar
check box and hit Save.