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The My
Calendar window is a monthly planner to help you better schedule your
time--and remember where you’re supposed to be.
The Clients & Profits calendar is an online planning
tool for both individual staff members and the company as
a whole. It is designed to help you easily add, edit, and
prioritize your daily activities (as well as those for
different departments and the company itself), planning
months into the future.
The calendars are universal, so everybody in your shop
who uses Clients & Profits can share them.
When the calendar window opens, it displays each day's
entries. Clicking on a day opens the Day-at-a-Glance
window, which shows the day's entries in more detail.
To choose a calendar
1 Choose My > My Calendar to open the My
Calendar window.
The My Calendar window opens.
2 Choose a calendar from the Show pop-up menu.
The Calendar window will display the month's entries for
each day of the month. Since the space available for each
day of the month is limited, you'll see an abbreviated
version of each calendar entry.
Click the previous
month and next
month buttons to see different months.
To jump to a specific day, enter the date in the Find
Date field then click the Find
button. The calendar will display the selected month's
entries.
To see a calendar's daily entries
Clicking on any day in the Calendar window opens the
Day-at-a-Glance window,
which shows the day's entries in more detail. You can
also add new entries from this window.
To add a calendar entry
Calendar entries can only be added once a type of
calendar (i.e., personal, media, etc.) is chosen and
displayed then by clicking the Add
Entry button. Click
here for step-by-step instructions.
To print the calendar
Clicking the Print
Calendar button prints a hard-copy of the
calendar that's currently being displayed.
There are seven different calendars to choose from:
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Calendar
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How
it works, how it's used
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Personal
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Shows only the calendar
entries you added personally. You can only see
your own personal calendar's entries. Also, you
can't add personal entries for other staff
members. (Remember, there should be no
expectation of privacy on your personal calendar
since it is stored on company property.)
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Company
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Shows calendar entries that
affect the entire company, such as holidays,
events, or announcements. Entries added to the
company calendar are public, so everyone will
see them.
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Client
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Shows appointments, dates, and
other calendar entries for one selected client.
Client calendar entries can be added by anyone
in the company.
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Traffic
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Shows calendar entries that
involve production that are added by the traffic
department.
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Media
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Shows space closing and
material due dates from insertion and broadcast
orders, as well as entries added by members of
the media department.
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Accounting
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Shows important dates (e.g.,
tax payments, rent due, etc.) added by members
of the accounting department.
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Cash
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Shows expected client payments
(using the A/R invoice's pay date) and planned
cash disbursements (using the A/P invoice's pay
date) as well as manually added entries added by
the accounting department to manage cash.
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Depending on your access privileges,
you can see and add entries to one or more of the
calendars. Calendar entries can only be added once a type
of calendar (i.e., personal, media, etc.) is chosen and
displayed.
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