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scheduling an ongoing event/activity that will appear on all users calendar on the top

New Member
Posts: 1
Country: United States

scheduling an ongoing event/activity that will appear on all users calendar on the top

Hello -

 

I have a question aboue scheduling.  How would you schedule an activity or holiday on the calendar for all ACT users to see on top of their calendar?

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: scheduling an ongoing event/activity that will appear on all users calendar on the top

If this an activity with no specific start/end time and no details, then you can schedule as an Annual Event:

- From the main main, click Schedule/Manage/Events

- Click Add to create a new event, complete the details and save

The event will appear on everyone schedules as a banner across the top of the scheduled day for that event

 

If this is an activity with a specific start/end time and you would like it to have more details, then you will need to schedule for all users involved.

- Create a new activity

- In the Schedule With box, add the contact records of all users...it will then show up on their calendars

You make make the activity a recurrence if it is monthly, annual, etc.; you can also check the "Use Banner" box when creating the activity if you want a banner for the activity to appear at top of the day it is scheduled for on their calendar view

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.