The Events Calendar in e-manage 7 is a place to set appointments (or look at and change appointments from |ONE serves as a powerful tool for scheduling and managing appointments, seamlessly integrating with your Microsoft Outlook Calendar). Events (that were created in e-manage|ONE or edited from Outlook appointments edited in e-manage) become history against the records that they were created for or ultimately associated with. If you want to integrate with Microsoft Outlook, you will need to define your computer as the machine you want to sync appointments with (this will avoid getting other people's events when logging in on another computer that has outlook on it). To do this, click on are recorded as part of your history and associated with relevant records. Here's how to make the most of the Events Calendar:
Configuring Integration with Microsoft Outlook
To integrate e-manage with your Microsoft Outlook Calendar, follow these steps:
Click on the "Tools" menu at the top of the e-manage main window
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.
Select "Configure” → “User Settings” →
Check the "Integrate Personal Calendar" checkbox
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.
Click the "
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Register" button
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within the Outlook Settings
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Box.
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This will pull in your Machine Name to ensure your appointments sync correctly.
This setup ensures that appointments sync only with your designated computer, preventing synchronization with other devices that may have Outlook installed. Without specifying the machine name, the appointments you make made in e-manage will still go to outlookOutlook, but you will not see any appointments created in OutlookOutlook-created appointments won't be visible in e-manage.
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Automatic Calendar Opening
You can also set configure e-manage|ONE to open the Events Calendar to open automatically every time you open e-manage. To do this, click on the Options automatically upon startup:
Click on the "File" menu at the top of the e-manage main window
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Select “User Preferences” → "Open Launcher Window".
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Check the "Events Calendar" checkbox
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.
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Use the priority cell
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to
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determine the order in which
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windows
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open.
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Setting the calendar to the highest number, it will be priority ensures it's the last window opened and therefore becomes the active window after all other startup windows have been opened. .
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Navigating the Events Calendar
To open access the Events Calendar, click :
Click "View" on the
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Tool Bar.
Select "Event Calendar."
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The Events Calendar tabbed window will open.
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You can choose from different viewing options:
Day View (
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with time slots)
Work Week View (
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with time slots)
Week View (
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without time slots)
Month View (
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without time slots)
You choose Select your preferred view with using the buttons on the upper right of the Events Calendar Toolbar.
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You will see your existing appointments inside of the calendar and they Managing Appointments
Existing appointments can be moved using the drag-and-drop method. You can also select multiple appointments and drag and drop them at the same time move them simultaneously by holding the control key to select multiples, then letting go of the control key and while clicking and dragging the selected appointments to another date / time.
You can create appointments with or without people, projects and companies.
To schedule an appointment with no attendees, project or company, simply highlight To create an appointment:
Highlight one or more time slots (
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in Day or Work Week view) or a day (
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in Week or Month view).
Click the "New Appointment" button in the toolbar above the calendar
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.
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In the New/Edit Event window will pop-up.
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, you can:
Choose an event type
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Type in a Subject in the Subject Text Box.
Market Type is not required, but you can choose one if applicable
Description is not required, but if you want to describe the event in greater detail, add it to the Description Text Box (this can be useful especially when you are inviting other users to attend the event so they have more information)
You can change the start, end or the user to assign the event to and choose the alarm time (by default the alarm is not set, but by choosing an alarm time, the Set Alarm checkbox will check automatically). Choose a color if you would like to categorize by color on the calendar (you can also set the colors by Event Type in the Configure User Settings window and it will automatically change the color when you set the Event Type drop down list box). You can set "Out of the Office" status, "Do Not Disturb" Status, "Confirmed" Status by checking the corresponding boxes.
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Enter a subject.
Specify a Market Type.
Add a description for additional details.
Set start and end times.
Assign the event to a user.
Set an alarm time.
Choose a color for categorization.
Set status (Out of the Office, Do Not Disturb, Confirmed).
Inviting and Scheduling Users
Use the month view calendars on the right side of the Events Calendar window to navigate to different dates. is a shared calendar, you can invite or schedule other users. Highlight the user(s) you want to invite or schedule and click the appropriate and use the Invite or Schedule button. When you invite another user to an event, they will receive a Invited users receive pop-up invitation with all of the details of the event and can choose to accept your invitation or decline. If they decline your invitation, they must supply a reason why. If they invitations and can accept or decline the invitation, you will receive an alert back that they accepted or declined your invitation. If they accept, it will automatically be added to their calendar as an appointment. , with notifications sent back to you.
To view another user's calendar to check for availability or just to see where they are, click the Users pop-out panel in the toolbar just above the calendar and and check off any users that you want to view in the calendar. They will appear side by side with headers for each and their appointments in the columns.
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When you have e-manage set to synchronize your calendar, the Sync w/ outlook checkbox will be checked automatically and the appointment will show up
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Viewing Other Users' Calendars
To check availability or view other users' calendars:
Click the Users pop-out panel in the toolbar.
Check off users to view side by side.
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Synchronizing with Outlook
When e-manage|ONE is set to synchronize with your calendar, appointments will appear in Outlook immediately upon creation. If you want to add Attendees (attendees
Adding Attendees
You can add attendees who are contacts from your database that are not e-manage users), you can click on the attendees tab on the bottom of the New / Edit e-manage Event window. Make sure that if you are adding attendees, that you decide . Decide whether to send the event via Outlook by checking or unchecking the "Send Meeting via Outlook" checkbox. Once on the Attendees Tab, you will see an empty grid. You can drag and drop any contact from your database by using Search e-manage, Recent Records, Favorites or any other grid that contains contacts in the listing including the Project Contacts grid. You can mark one attendee as the primary attendee by checking the Primary Attendee checkbox next to their name in the grid.
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When you save and close the appointment, and you have Outlook Integration turned on, you can flip to outlook and see the appointment is already there.
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When you double click on the appointment in outlook, you will see the attendees (if you sent them the meeting via outlook).
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You can also create new mark a primary attendee.
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Creating Appointments via Drag and Drop
You can create appointments by dragging and dropping records onto the calendar into a day or a slot. You can drag a company, contact or project from Search e-manage, Recent Records, Favorites or any grids where these types of records are listed. When you drag a record onto the calendar on a day or into a slot, the any grid view. The New/Edit Event Item window will pop - up automatically and be , associated with the dropped record you dropped onto the calendar. The .
Customizing Calendar Options
Use the Option pop-out panel (next to the users pop-out panel just above the calendar) lets you choose how the calendar looks and feels. Here you can choose whether or not you want to show weekend days in the calendar (work week and day view), choose to customize calendar settings, including displaying weekend days, choosing the first day of the week (Sunday or Monday), First Week of Year, and Allow All day Events. The recurring events is not functional at this time. If you want to create recurring events, you will need to create them in Outlook and make sure your Outlook Integration is turned on and the machine name is set so e-manage can import your recurring events from Outlook.
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and more.
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Filtering Events
The Filters pop-out panel lets allows you to filter the calendar to only certain types of events or that certain other criteria apply, such as Do Not Disturb and Out of the Office. Unchecking all types of appointments will show all appointments. The "Only Show Me Appointments Made On My Behalf" checkbox will show only those appointments that were made by other users, but assigned to you.
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events based on type and other criteria.
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Navigation
Use the month view calendars on the right side of the Events Calendar window to navigate to different dates. If you go backward in time, you You may need to click the reload refresh calendar button with the following icon to load historical data depending on how far back you are looking.
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