Using Calendars

Have you ever created a meeting in your Calendar, entered the time, the date, and maybe an alert if your remember to, and then found yourself scrambling when the alert goes off and you suddenly realize you need to reschedule because something else has come up?

If this sounds familiar, then Daylite can help.

Daylite Calendars are unique in that you can link People and Companies to them. You can see at a glance any upcoming appointments, and past meetings you have had with People will appear on their timeline, plus when in Calendar view you can tap the Appointment to obtain information such as when you are meeting, phone number, address etc.

You can also view any Tasks or Objectives that have been linked to the Appointment.

This means you do not have to go looking in other places for information on who you are meeting with. It's all in one convenient place.

Calendar Views

You can view your Calendar by Day, Month and Year.

Clicking on Today will centre the calendar on the current day of the week. Selecting the < or > icons will advance or retract the calendar by one week.

Calendar Types

Daylite really only has two types of Calendars.

There is your own Calendar, and there are any Calendars belonging to others in your company.

My Calendar is a personal or business calendar that shows the calendar entries for the person who is currently using Daylite.

It shows:

• Calendar items owned by the current user.

• Calendar entries the user is linked to.

• Calendar entries that are delegated to the current user.

This Calendar also contains all the Tasks and Objectives that are specific to you.

All Calendars are the Calendars of other users. For example, these other users could be members of your sales team, or a shared calendar for booking a meetng room.

It shows:

• Calendar items owned by the other user.

• Calendar entries the other user is linked to.

• Calender entries that have been delegated to the other user.

Linking Items to an Appointment

Daylite's ability to link information together and present it to you cohesively is our greatest strength.

Linking an item to your Appointment, such as a Task or a File, helps keep everything organized and easy to see, because it's all located in the Calendar view.

You can choose to link items at the time you create the Appointment, or add them to the Appointment at a later date. To link an item to your Appointment, select New Task, New Note, New Form, or New File, located under the Activity section of the Appointment.

You can also choose to link a Person, Company, Project or Opportunity to the Calendar Appointment.

Tap Edit, scroll down to Linked Items and select add link.

Showing Tasks and Objectives

You can choose to display Tasks and Objectives that are linked to an Appointment in the Calendar. These are displayed according to due date.

Each Task or Objective shows a Status of Open when created. This Status can be changed by selecting the Task in your Calendar and tapping Edit.

You can choose from:

• Open: The Task will remain in your Calendar, dispayed by due date, until you have either completed it, or changed it to a different status.

• In Progress: You are currently working on the Task.

• Pending: If you have set a series of Tasks to be completed, but you are waiting for the client to give their go ahead, these Tasks would be considered pending.

• Deferred: The Task may be deferred if a client decides to hold off on the deal, or if the timeline for the Task has altered, pushing the Task forward to a date set in the future. By changing the due date and marking the status as Deferred the Task will be moved in the Calendar.

• Done: When you complete a Task and mark it as Done, the Task is automatically removed from the Calendar view. It can still be seen and edited under Tasks > Done in the Sidebar.

• Cancelled: When a Task is marked as Cancelled it is automatically removed from the Calendar view.

Updating an Appointment's Status

As with a Task's Status, you can also update your Appointment's Status by tapping your Appointment and selecting Edit > status.

You can set the Appointment's Status to Other, Tentative, Confirmed, Postponed, Completed or Cancelled.

Did you know?

If an Appointment has been given the Status of Postponed or Cancelled the Calendar will display it with a strike through the text. You can choose to remove these meetings from the Calendar view or keep them displayed.

Show Birthdays & Anniversaries:

Each Person’s record has a date field for their birthday and/or Anniversary.

By adding a birthday or anniversary to someone’s Contact card you can have it display in the Calendar with an icon. It is important to note that both Birthdays & Anniversaries show the same icon.