Add a Calendar Item

  1. From Management, click My User. You user account appears.

  2. Click Journal. The Journal page appears.

  3. Click Add. The Add Journal Entry screen appears.

  4. Select Calendar Item. The Calendar Item page appears.

  5. In the Name Your Calendar Item section, enter the general information for your item.

    • In the Title field, enter a descriptive name for the item. This title appears on the Home page and in the journal description.

    • Select whether you want the item to be public or private. Public items display on the Home page for all users to view in your organization. Private items are restricted to you.

    • Select a priority level. Different priority levels display with different colors on your calendar.

    • To include the item on your Home dashboard, select Display on Home.

    • In the Destination field, select if you want the item to appear just on your calendar or on the organization's calendar. If you select your organization's calendar, all users in your organization can view the item.

  6. Under Set Date and Time, enter the date and time information for your item.

  7. Under Recurring Item, select if this is a recurring meeting or a one-time appointment. If you select Yes, indicate the recurrence and the end date.

    Note: When you create a recurring calendar item, a partial list of the recurring items appears to show the first five recurring items.

  8. Under Invite Accounts, you can add constituents, tributes, or users to the meeting. You can add attendees in one of three ways.

    • Click Add Attendees. The Find Account screen appears for you to search and select the attendee accounts.

    • Add the calendar item from the journal of the attendee's account. The account automatically lists under Name on the New Calendar Item page. If you add the calendar item from another account's journal, you cannot remove them as an attendee until you save the item.

    • You can add an entire query of accounts as attendees to your calendar item. Select a Category and Query and click Invite Accounts From Query. Each account in your query appears in your attendee list. To remove accounts, check the box to the left of the account you want to remove and click Remove Selected.

    To send an email to the attendees, check Send email to attendees. Only attendees with a valid email address receive the invitation.

  9. Under Create on Behalf Of, you can select a different user in your database on behalf of whom you want to create this calendar item. When you select someone else to create the item on behalf of, the item appears on their calendar and does not appear in yours. You must first have rights to create their items. When you do, select the user from the box on the left, and click Add to designate he or she as the creator of the calendar item. To send an email to the user, select Send email to user.

  10. In Notes, you can add information to the calendar item. When you send email to attendees, the email includes the information you enter in this box.

  11. If you have user-defined fields dedicated to calendar items, you can enter information on those fields under System Defined Fields. A common user-defined field for calendar items is Calendar Item Type with options that include Event, Reminder, and Meeting.

  12. To create the calendar item, click Save And.