Calendar

This Help File Page was last Modified on 08/21/2015

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Calendar

This Help File Page was last Modified on 08/21/2015

The Calendar option on the MKSales Menu displays an Employee Calendar and offers the Add Appointment, Today, Day, Month, and List options

Today - Tap the Today button to display the Employee's Appointment schedule for Today (which is the default when this Calendar page is first displayed).

 

HelpFilesMKSalesCalendar

MKSales Application - Calendar page

 

Day - Tap the Day button to display the Employee's Appointment schedule for one (selected) Date.

 

HelpFilesMKSalesCalendar-WithAppointments

 

Month - Tap the Month button to display the Employee's Appointment schedule for one selected Month, based on the currently selected Date (see Date Selection Arrows below).

 

HelpFilesMKSalesCalendar-MonthView

MKSales Application - Calendar page - Month view

 

Date Selection Arrows - Tap one of these Arrows to display the Employee's Appointment schedule for a different Day (Month).

 

HelpFilesMKSalesCalendar-DateSelectionArrows

Calendar page - Date Selection Arrows

 

Day - To move the Calendar being displayed from one Day to the the next (previous), Tap the   Day   button, and then Tap the appropriate (left or right) Arrow

Month -  To move the Calendar being displayed from one Month to the the next (previous), Tap the   Month   button, and then Tap the appropriate (left or right) Arrow

 

List - Tap the List button to display all of the Employee's Appointments.

 

HelpFilesMKSalesCalendar-List

MKSales Application - Calendar page - List view

 

Tap the Day or Month button to exit the List and display that selected Calendar format.

 

Add Appointment - Tap the HelpFilesMKSalesCalendar-AddAppointment button to enter a new Appointment (see"Entering an Appointment" immediately below).

 

Entering an Appointment:

Tap the HelpFilesMKSalesCalendar-AddAppointment button to enter a new Appointment for the currently logged in Salesperson.

 

HelpFilesMKSalesAddAppointment

MKSales Application - Calendar page - Add Appointment dialog

 

Enter Subject - Enter the description for this New Appointment that you want displayed on the Calendar page.

You may enter up to 40 characters: including Upper and lower case letters, numbers, spaces and/or punctuation marks.

Date - By default, this will be Today.  

Tap this field to Choose a different Date, if necessary.

Start Time - By default, this will be the current time.

Tap this field to Modify this Start Time, as needed.

End Time - By default, this will be 30 minutes after the current time.

Tap this field to Modify this End Time, as needed.

Enter Notes - Enter any additional comment or relevant note, as appropriate.

Select Reminder - Tap this circle to view a list of available Reminder Time Periods.

Tap the desired Reminder Time Period, if needed.

Done - Tap this button at the top of the Add Appointment dialog to save this New Appointment.

 

The new Appointment will be added to the Calendar Page

Tap the Appointment to view the Appointment Details

 

HelpFilesMKSalesCalendar-AddAppointmentEntryOnCalendar

MKSales Application - Calendar page - new Appointment entry - Appointment dialog