The My Agenda
panelscreen gives you a 7-day view of all the activities, such as meetings and tasks, you have scheduled in
Phocas CRM, helpingCRM. You agenda helps you stay
organisedorganized and also
makingmakes it easier to keep CRM up to date. If you have permission, you can also see the week's agenda for other team members.
My agenda is accessed via the main menu, as shown below.
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See the View and edit activities |
View and edit an item
On the My Agenda screen, overdue items are flagged at the top
View and edit an item
Click on an item to see in more detail and edit. In the screenshot below, the user has selected the item 'Look at Ben's budget'. In the pane on the right, you can see all the details for that activity and edit them as desired would see activities via
Personal appointments
To add a personal appointment to My Agenda, select the
(personal) icon.
Here you can enter a subject, status, location, start and end time (or whether all day), write a description and add a timestamp. Save changes before closing.
Note that personal appointments can only be viewed by the person who created them. They are not connected to the rest of Phocas CRM, and only appear in your own view of the Activities screen or My Agenda.
Schedule a 'My Agenda' email notification
To have your agenda emailed to you, select the picture at the top right of your screen and select Settings.
Under Email notifications tick 'My Agenda at' and choose which time you'd like the email delivered. Check
Tip. If you don't Edit the activity’s details as required and click Save.
Add an activity
You can add activities against accounts, contacts and leads from within their respective records. You can also add your own personal appointments here on the My Agenda screen and on the My Activities screen.
See Add and delete activities for more information and instructions.
Schedule an email notification
You can set up notifications about your upcoming agenda items to be sent to your email account. This feature requires SMTP settings to be configured. Check with your administrator if you are not sure if this option is available.
In the top right of your screen, click the profile picture > Settings.
In the Email notifications section, select the My Agenda at checkbox and select the time you want to the email to be sent.
Ensure your email address and time zone are correct.
Click Save.
Note this feature requires SMTP settings configured. If in doubt about this, check with your administrator.
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If you do not receive the first scheduled email, check your email clutter or junk folders. |
On this page
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