8.2. Accessing and Using Calendar

This section describes ways to use the OfficeClip Calendar effectively.

  1. Log in to OfficeClip.

  2. Click Desktop > Calendar.

  1. Daily, Weekly, Monthly views and timeline can be accessed by clicking on the respective icon on the top frame of the calendar. Today's events can be accessed by clicking on the today link on the top frame of the calendar.

  2. To view details of an event, click on the event title within the calendar. If you are the creator of an event, you may choose to modify or delete the event after selecting its title on the calendar screen.

  1. Tasks are visible on the right side below the calendar list screen.

  2. Event types can be filtered by clicking on the appropriate checkbox from the right side of the calendar list screen.

8.2.1. Creating Events

  1. Create a new event for yourself, a group, or a meeting by clicking on the New Event button bar within the Calendar menu.

  2. Choose the Event Type from the drop-down menu and then fill in the appropriate information.

[Note] Note

Meetings are only visible to those invited. When setting a group event you can choose to ask for RSVPs, which helps you keep track of the attendance status.

  1. When you create a Meeting, you can click on the Add Attendees button that appears, allowing you to select an OfficeClip User from the drop-down list. Alternatively, you can select External Attendee, type the Name and Email address of the External Attendee, and then click on Invite. When you are finished inviting, click Finished.

  1. You can now select the Start Time, End Time, Timezone, Recurrence and other options that correspond to the meeting event.

  2. By clicking the Reminders field at the bottom, you can conveniently set the event to remind you and/or the rest of the group via email a certain amount of time before the event.

  3. To set recurring events, click on Recurrence icon on the New Event screen. Then select the recurrence type from the left (recurrence types can be daily, weekly, monthly and yearly).

  4. After filling in all the necessary information for your event, click Save.

  5. A screen will verify your information.

  6. Your new event will now be visible on your calendar for all pages (day, week and month).

8.2.1.1. Additional Options

Click on the Additional Options link to set more options:

  1. Set the event time zone by selecting it from the Timezone drop-down.

  2. On the Url text box you can set the URL associated with an event.

  3. With use of the Regarding field, calendar events are tied with the relevant parent entity (e.g. account, contacts, opportunities etc.). In this way, events are recorded automatically in the Account List with the corresponding account, or with the relevant contact if selected.

  4. Show My Time As allows users to set his/her status on the calendar. This can be used by other users to check their status before booking a meeting.

  5. Attachments allow uploading files from your computer and attaching them to the event.

  6. Resources allow defining fixed resources, such as a conference room or projection system, which might can be booked with an event.