Navigation: Mobile Applications > MKSales - Overview: 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).

 

MKSales Application - Calendar page

 

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

 

 

•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).

 

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).

 

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.

 

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 button to enter a new Appointment (see"Entering an Appointment" immediately below).

 

❑Entering an Appointment:

•Tap the button to enter a new Appointment for the currently logged in Salesperson.

 

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

 

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