Buttons in the Daily Overview Level

The following buttons are available:

• (New): Search for the company or person you want to add a new appointment for. Once you have confirmed your selection, the activity mask is displayed.
• (Edit): Use the Edit button to edit the activity. You can edit the Time, Duration, Unit, Rep, Marketing Activity and Text fields.
• (Delete): Removes an activity record from the database (if you have the necessary rights).
• (Filter view): Specifies conditions to determine which activities you want to display, see Appointment Settings.
• (Distribute): Reschedules several appointments at once, see Distributing Appointments.
• (Mark): Changes the status of the currently selected activity.

You have the following options:

• (Outlook)or (Lotus Notes): One of these buttons is available if the appropriate setting has been defined in the Configuration info area, see Configuration Info Area (External Calendar category, External Calendar option)in the CRM.core Administrator Guide. Click on this button to transfer the selected activity to either Microsoft Outlook or Lotus Notes.