Overview:    

·   Log in to My CRM and click the Sage Planner tab

·   The main calendar is shown in the centre, with a column for each day
·   To the right of this, the filtering options are shown, which can be used to change  what is displayed on the graphical calendar
·   Use the green arrows to move forwards and backwards through different dates, and click   See Today to jump back to the current date

·   Click on the calendar icon to jump to a specific date with the pop up calendar

·   Click once on an activity in the calendar to be taken to the activity details screen

·   When in Week view, click once on the date at the top of the calendar to be taken to the day view

·   View the details of the company, address and meeting on-screen without hovering.

Features: 

CALENDAR VIEW MODE – Choose between Custom, Day or Week views.

NUMBER OF VISIBLE DAYS (CUSTOM MODE) – If Custom View Mode is selected, choose the number of days to be displayed on the calendar (2-7). 

MULTISELECT OF ACTIONS – Allows users to use the Ctrl key on their keyboards to

select multiple activities.

(25-75) HOUR SLOT HEIGHT - Sets the display height of the time slots. 

(100-250) DAY SLOT WIDTH – Sets the display width of a day on the calendar. 

APPOINTMENTS DESCRIPTION FIELDS - Select what information you want to display

about the appointment on the calendar.