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This text refers to program version 6.2  

Personal Calendar

This report in the Contact module is a list of Calendar Activities. You can also produce this report by clicking the [Report] button in any Calendar view. Please refer to the description of the Personal Calendar Report for full details.

You must specify a Person or a Display Group, otherwise the report will be empty.

Period

Paste Special    Reporting Periods setting, System module

Enter a reporting period: Activities whose Start Dates fall in this period will be shown in the report. To produce a report for a particular day, simply enter the date once and it will be converted to the period format automatically.

Person

Paste Special    Person register, System module

Enter a Person's Signature to list the Activities recorded, scheduled or carried out by this Person. If you list the Activities of another Person, their Private Activities will not be included.

Display Group

Paste Special    Display Groups setting, System module

If you enter a Display Group here, the report will list the Activities recorded, scheduled or carried out by all Persons belonging to that Display Group.

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Please click the links below for details about each report:

• Introduction
  

• Activities Check, Persons
  

• Activities Customers/Suppliers
  

• Activities, Persons
  

• Activity Type List
  

• Calendar Booking History
  

• Customers without/with Activities
  

• Employee Time Statistics
  

• Personal Calendar
  

• Target Time List
  

• User Activities

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• Home page for Activities, Calendar and Task Manager manual
  

• Home page for Standard CRM manual

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