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The My Calendar window, your personal
calendar, is a monthly planner to help you better schedule
your time -- and remember where you're supposed to be.
All of the calendars in Clients & Profits are designed
to help you easily add, edit, and prioritize daily
activities, planning months -- even years -- into the
future.
1. Enter a specific date in the find field to jump to
a specific month, or use the scroll toolbar buttons. Once
you're done looking at a past or future date, click the show
today link to open the current calendar.
2. You'll always know which calendar you're viewing.
The calendar name (your name if it's your personal calendar)
always appears at the top of each month.
3. Working weekends? You can schedule appointments
for Saturday and Sunday, too.
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4. All of the day's entries are
summarized on the main calendar, separated by semicolons. To
view details about each day's entries, click on the date to
open the Day-at-a-Glance window. From there, you can drill
down one more level to get even more information about each
activity.
5. Want to know more? Click the help button to access
the web-based user guide. The new user guide has expanded
instructions, descriptions, and explanations of Clients
& Profits' features and functions. You'll find these
buttons in nearly every window in Clients & Profits.
6. Use this menu to jump to any of the Clients &
Profits calendars: personal, company, client, department,
media, accounting, and cash. After choosing a calendar,
you'll see all of the month's entries entered by everyone in
the agency, making it easy to keep up to date with
department, client, and company events.
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7. Any calendar entry can be edited
at any time, although you can't schedule new entries to past
dates. Daily entries can have lengthy descriptions so you
can add as much detail as you need to get the job done.
Every Clients & Profits user has their own personal
calendar. You can only see your own personal calendar, which
should be used to track work-related appointments,
deadlines, and other important dates.
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