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Smart Desk Calendar

Page 1 Copyright © 2012. Real Estate Digital & CRMLS, Inc. All rights reserved. 5/3/2012 CONFIDENTIAL

Smart Desk Calendar

All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or

transmitted in any form of by any means, electronic, mechanical, photocopying, and recording or

otherwise, without the prior written permission of California Regional Multiple Listing Service, Inc.

© 2012 California Regional Multiple Listing Service, Inc. 5/2/2012

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Smart Desk Calendar

Contents Introduction .............................................................................................................................................. 2

Viewing the Calendar ................................................................................................................................ 2

Scheduling a New Activity ......................................................................................................................... 2

To schedule an activity on the calendar: .............................................................................................. 3

Viewing Activities on the Calendar: .......................................................................................................... 4

Printing the Calendar ................................................................................................................................ 5

Viewing the Calendar Widget ................................................................................................................... 5

Introduction The Smart Desk calendar is a useful tool that can help you manage your schedule and your

time. In the left navigation panel, click Calendar to display the Calendar menu.

Viewing the Calendar 1. Click Calendar>View; the calendar opens in the (default) day

view.

2. Click the Week or Month tab to change to the desired alternate

view.

3. Click List to view a list of Upcoming, Past or All activities.

Scheduling a New Activity You can schedule a variety of activities on your calendar. Available activities are:

Tasks

Appointments

Calls

Sending flyers

Sending e-mails

Other

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To schedule an activity on the calendar:

1. Select the activity to be scheduled; the Activity Editor page appears. The type of activity

selected on the calendar view page is preselected on the Activity Editor page.

2. In Description, enter a description for the activity.

3. In Calendar, select a calendar for the activity.

4. Set the Start and End Date and Time; alternately, check No specific time.

5. To make the event a recurring one, click

Set recurrence…; the Edit Recurrence

dialog box appears.

6. Make the Recurrence pattern and Range selections and click OK.

7. Click to view your list of contacts and select those to whom the

activity applies.

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8. If you would like to receive a reminder of the

event, check Reminder and select when the

reminder is to be sent.

9. In Priority, select the priority for the message.

Options are:

High

Medium

Low

10. Enter any notes you want to retain about the event.

11. Click to save the activity.

You can also add activities to your calendar by proceeding directly to the Activity Editor.

1. Click Calendar>Add New Activity.

2. Follow the preceding directions to add an activity.

Viewing Activities on the Calendar: To view activities already added to a calendar:

1. If you have multiple calendars available, select the

desired calendar.

2. Select the activity type to view.

a. Light gray shading indicates a day on which an activity is scheduled.

b. Dark gray shading indicates the day selected to view.

c. Blue shading indicates today’s date.

3. Select the visibility level to determine the visibility level of the activities to view.

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Printing the Calendar To print the calendar page:

Click .

Viewing the Calendar Widget You can view your calendar on your dashboard by adding the Calendar widget. For instructions

on adding widgets to the dashboard, see the Getting Started with Smart Desk Quick Start

Guide.