The agenda view lists all available tasks and appointments for the week shown, grouped by date and is the view shown by default when opening the calendar. If an appointment lasts for several days, it is displayed for every day it belongs to. If an appointment lasts all day, it is placed above other appointments of that day.
Action Item / Samples and Appointments
Double-click on the task or appointment to edit and make changes.
To delete an action item or appointment, from the Action Item tab of the contact's profile or Upcoming Events sidebar, click next to the task or appointment.
Add or Create:
Action Items can be created by clickingfrom the calendar toolbar, the contact's profile toolbar, or by clicking from the Action Item tab on the profile. Appointments can be created by clicking from the calendar toolbar or the contact's profile toolbar.
Birthdays, wedding anniversaries, and invoice follow-up dates can all be accessed from the Main tab of a contact's profile as well as the Upcoming Events sidebar. View