Calendar
On the Planning calendar page, the organization calendar appears. From the calendar, you can view and manage planned activities related to your organization or community, such as to help schedule and coordinate appeal mailings. For example, at the end of the year, you can plan your communication effort for the upcoming year and use the calendar to help avoid conflicts with other activities at your organization.
On the Planning calendar page, the Calendar tab displays the organization calendar. From the calendar, you can view and manage planned activities related to your organization or community, such as to help schedule and coordinate appeal mailings. For example, at the end of the year, you can plan your communication effort for the upcoming year and use the calendar to help avoid conflicts with other activities at your organization.
When you first open the calendar, the current month appears, with the current date selected. You can adjust the period of time that appears as necessary.
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To view the items and activities for another month, select the left or right arrow above the calendar to navigate to the month to view.
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To view the dates on the calendar in a daily, weekly, or yearly format, select the interval to use above the calendar. To return to the monthly format, select Month.
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To view the items on the calendar in a list view, select View as list. To view the items in the calendar view, select View calendar.
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To view the items and activities for a specific date, in the Jump to date field, select the date to view.
The calendar automatically displays any scheduled appeal mailings. Under Filters, you can select the items and activities to view on the calendar, such as scheduled calendar items, events, or mailings scheduled during the selected period of time. You can also select the appeal mailings to display based on the recipient selections. To help you navigate through the information on the calendar, each type of calendar item or activity is color-coded. To adjust the color of an item type, select Customize style. To view more information about an item or activity, select it on the calendar and select Go to activity. The record of the selected item appears.
After you select the activities to view, you can apply filters to further define the activities that appear. To apply filters to a selected activity type, select the down arrow next to the activity type and select the criteria of the items to view. The calendar updates to display the activities that meet the selected criteria.
From the calendar, you can add and manage appeal mailings, such as when you plan the future communication efforts.