Date-entry calendars
The calendar simplifies date entry. For example, suppose you’re entering a sale and have promised the goods to the customer on the last Friday of the month. Rather than figuring out the date and entering it manually, you can display the calendar in the Promised Date field of the Sales window and click the date. To display the calendar, click the arrow next to the date field or put the cursor in a date field and press the SPACEBAR on your keyboard. Select a date by clicking it. The selected date appears in the date field.
The business calendar
You can use the business calendar to specify which days of the week your business is open, as well as holidays and important business events. As well as being a handy reference, the business calendar affects the Contact Alert function in the To Do List. If you set a reminder to call a customer on a day that your business is indicated in the business calendar as being closed, the reminder will appear in the To Do List window on the business day before the task is due. For example, if a reminder is scheduled for Saturday but your business is closed on Saturdays, the reminder will appear in the To Do List window on Friday.To set up your business calendar
1 Go to the Setup menu and choose Business Calendar. The Business Calendar window appears.
The current month is displayed in the calendar at the top of the window. Days that appear in grey are days when your business is closed.
2 If you want to mark a specific day as closed, click the date in the calendar. If your business is always open or closed on a specific day of the week, click that day in the Shortcut for setting average business week section. A message will confirm that you are changing the day’s status.
3 Add any important events that occur during the month in the Important Days section.
4 If you want to enter information for other months in the business calendar, click the arrows at the top of the calendar.
5 Click OK to close the business calendar.
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