Calendar view defaults to the work week grid view and the current date and presents a simple view of appointments captured from within CompleteEmpire and using the sync feature with Outlook calendars. Views available include day, work week, week and month as well as a list view.
Appointments can be created in several different ways depending on your work flow, your current work, and within Outlook and synced with your Microsoft 365 account.
- Select {Calendar} in the Main Menu to open the Calendar view.
- Select either [New Appointment] in the Work Area Header - which is an always available option within CompleteEmpire; or
- Double click the approximate time in the grid view to open the New Appointment window.
New Appointment - from the Work Area header
New Appointment window selected from the, always available, Work Area Quick Access buttons.
- {Enter the title} - Type the title for the Appointment (mandatory field).
- {Select the type} - select the type of appointment from the drop down list.
- Status - select the status of the appointment in terms of importance high, normal or low.
- Add attendees by typing their name/email address or mobile number to search and select from the drop down list or enter a valid email address to add to the recipient list. Use the {x} to delete recipients.
- Select date and time for start and finish of the appointment.
- Add any relevant information in the note field as required.
- Tick {Would you like to send an invite to attendees?} to email the attendees.
- Click [Create]
New Appointment from within the grid view
New Appointment window selected by double click on the grid view.
- [Title] - type the title for the Appointment (mandatory field).
- {Type} - select the type of appointment from the drop down list.
- {Priority} - select the status of the appointment in terms of importance high, normal or low.
- {Start/End} - select the time/dates.
- {Reminder} - select a time for a reminder notification.
- Add attendees by typing their name/email address or mobile number to search and select from the drop down list or enter a valid email address to add to the recipient list. Use the {x} to delete recipients.
- {Location} - enter location details.
- Add any relevant information in the note field as required.
- Tick {Would you like to send an invite to attendees?} to email the attendees.
- Click [Save] or [Cancel] to save entry and add to calendar or cancel entry.