Step 10 - Calendar Activities

Calendar Activities categorize the appointments scheduled by people on the i:c calendar. These activities can be created by the Account Team to break down the time for their Team into.

Responsible for step – Account Team

Tasks in step

A calendar activity is automatically created for each call form
(Optional) New calendar activities can be created to enable people to allocate time on the calendar for, Example:
- Sick Time
- Vacation Time
- Office Time

Detail overview of steps

There are two types of Calendar Activities:

Call Form – enables a person to schedule an appointment on the calendar to do work in a store for a client using a call form. This activity is created automatically by i:c when a call form is launched.
Calendar Only – These are activities for which the Team wants to track time on the calendar, but doesn’t need a call form entered.

Adding Calendar Only Activities

After logging into i:c select a Team and navigate to Manage - Activities on the menu
Select the Add Activity button on the toolbar.
Fill in the Activity Name
Choose the Activity Type - Calendar Only
Choose a color or leave blank for no color
To have the Activity appear immediately leave the Active checkbox checked. To make the Activity active at a later time uncheck the box upon setup and check when it is ready to go live.
Click the check to save or X to cancel.