Your calendar will display all scheduled activities.

You can change your calendar display to view: Day, Work Week, Week, Month, Timeline and Agenda

Ribbon Access: Webpage >   http://[servername]:[portno]/BPOCRM/User.aspx

Select the Calendar Tab

1. In the Dashboard (Home page) screen,
2. Ensure that the Calendar tab is selected to be able to view activities over the last 7 days.
3. The calendar will open by default to Work Week view.
4. The current day will be highlighted.

View Previous or Future Weeks  

1. Use the directional arrows to view previous or future weeks. The date frame will display which week you are currently viewing.
2. The current day is highlighted.
3. The orange bar running across the calendar indicates the current time of day e.g. in this example it is 9:55 AM.
4. Use the scroll bar if necessary, to view all activities on the calendar.

Change Calendar View

5. Click on the applicable tab to change the view to:
• Day
• Work Week
• Week
• Month
• Timeline
• Agenda
6. In this example, Month is selected.

1. The calendar frame will now display the Month view.
2. Use the directional arrows to view previous or future months. The date frame will display which month you are currently viewing.
3. The current day is highlighted.

Open 'Show More' Links

4. You will note the Show more links in certain days of the month. This indicates that activity information is available here. Click on one of these links.

1. The calendar frame will now open the Day view.
2. Use the scroll bar if necessary, to view all the hours in the day.
3. This screen will display more detail regarding the day's activity e.g. the Customer Name and Activity description.

Save Activity Screen

• Click on any one of these activities.

1. The Save Activity screen will be displayed.
2. Here you can view all the activity details. You can also edit the details here if required, e.g. add another attendee.
3. If you have made any changes, click on Save.
4. Or click on Back to return to the Dashboard (Home page) screen.