The Calendar Management function in SapphireOne allows users to schedule and manage appointments, meetings, and other events. This feature is essential for effective time management and ensuring that all team members are aware of upcoming events. The steps are as follows:
- Navigate to Workbook > General > Calendar.
- Click on the New button to create a new calendar entry.
- Filling Out the Form
- Date – SapphireOne will automatically enter today’s date, but this can be altered if required.
- Time – Enter the time of the event.
- Title – Enter a title for the event.
- Location – Enter the location of the event.
- Description – Enter a description of the event.
- Attendees – Select the attendees for the event from the list of contacts.
- Reminder – Set a reminder for the event, if desired.
- Once all necessary information is entered, click the Save button to store the calendar entry.
- Viewing and Modifying Calendar Entries – To view or modify an existing calendar entry, select it from the list and click on the Edit button.
For more detailed information, please refer to the Workbook > General > Calendar article.