The
My Calendar window, your personal calendar, is a monthly planner
to help you better schedule your time -- and remember where you're
supposed to be.
All of the calendars in Clients & Profits are designed to help you
easily add, edit, and prioritize daily activities, planning months --
even years -- into the future.
1. Enter a specific date in the find field to jump to
a specific month, or use the scroll toolbar buttons. Once you're
done looking at a past or future date, click the show today
link to open the current calendar.
2. You'll always know which calendar you're viewing.
The calendar name (your name if it's your personal calendar)
always appears at the top of each month.
3. Working weekends? You can schedule appointments for
Saturday and Sunday, too.
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4. All
of the day's entries are summarized on the main calendar, separated
by semicolons. To view details about each day's entries, click
on the date to open the Day-at-a-Glance window. From there, you
can drill down one more level to get even more information about
each activity.
5. Want to know more? Click the help button to access
the web-based user guide. The new user guide has expanded instructions,
descriptions, and explanations of Clients & Profits' features
and functions. You'll find these buttons in nearly every window
in Clients & Profits.
6. Use this menu to jump to any of the Clients & Profits
calendars: personal, company, client, department, media, accounting,
and cash. After choosing a calendar, you'll see all of the month's
entries entered by everyone in the agency, making it easy to
keep up to date with department, client, and company events. |
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7. Any
calendar entry can be edited at any time, although you can't schedule
new entries to past dates. Daily entries can have lengthy descriptions
so you can add as much detail as you need to get the job done.
Every Clients & Profits user has their own personal calendar. You
can only see your own personal calendar, which should be used to track
work-related appointments, deadlines, and other important dates.
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