How to… Share your Calendar

In order to share your calendar, open up the CALENDAR menu by pushing the icon in the Buddy Bar. On the top right hand side of the calendar, next to “Live Activities”, you will see the SHARE button. If you click on it, the popup below will appear. Drag any user that you wish to share your calendar with from the left to the right hand side. You can select with the tick buttons as to whether you want simply give VIEW or VIEW & EDIT permissions to that user. Once you are ready, click the share button at the bottom.

Share Calendar 1

In the top left hand side of the calendar, there is a drop down. Any calendars that have been shared with you will appear here. To view, click on the username and press the refresh icon. Administrators automatically get to see all users calendars.

Share Calendar 2

Once selected, the calendar will appear. A user with VIEW ONLY rights will not be able to edit or move activities. Users with EDIT rights have full rights.

Showing activities in your calendar in BuddyCRM

If you need any further support, e-mail support@buddycrm.com

How to…Complete an Activity

You can complete an Activity in BuddyCRM either on Home or Calendar.

To complete an activity in Home, select in the Buddy Bar and view your Activity widget. Find the activity you wish to complete and click on the relevant icon, for example .

 

list of calls today show in the activities section of the home screen on BuddyCRM

A pop-up will appear with all the details of the activity.

popup of call in activities screen in BuddyCRM

 

Select Edit and then click in the Tick here to complete activity box.

 

Screen Shot 2013-11-21 at 15.57.57

Select Update and a confirmation will be provided that the activity has been completed.

 

Screen Shot 2013-11-21 at 15.59.01

 

To complete an activity in Calendar, select  in the Buddy Bar to view your calendar and click on the activity you wish to complete.

viewing call in the calendar area of BuddyCRM

 

A pop-up will appear.

popup for call activity screen shown in BuddyCRM

 

Select Edit and then click in the Tick here to complete activity box.

 

Screen Shot 2013-11-21 at 15.57.57

 

 

Select Update and a confirmation will be provided that the activity has been completed.

 

Screen Shot 2013-11-21 at 15.59.01

 

 

 

How to…Add an Activity

There are two ways you can add an activity (Call, Appointment or Task) in BuddyCRM. The first is by clicking on the Plus icon in the top right of the screen.

add action by clicking the plus icon in BuddyCRM

push the plus icon to add an activity in BuddyCRM

 

 

Select which type of activity you wish to create. A pop-up will appear.

 

Screen Shot 2013-11-05 at 15.49.21

 

Fill in the details and select Save. In this case, the call will be saved against your selected lead or account and will appear in your calendar for the date you select.

 

An alternative way that you can add an activity in BuddyCRM is to select Calendar, and click on the day you wish to add the activity for. A pop-up will appear as shown below, select which type of activity you wish to add, and as before simply fill in the activity details and select Save.

 

Screen Shot 2013-11-05 at 15.57.28

 

 

 

 

 

Introduction to your Calendar

Select the Calendar icon  from the Buddy Bar in BuddyCRM.

The current month will be displayed and will show all of your current and completed activities.

Showing activities in your calendar in BuddyCRM

Any activities shown in blue have not been completed, any in grey are completed activities.

Should you wish to view a list of your current activities, simply click on  Screen Shot 2013-09-12 at 11.58.14

live activities screen in BuddyCRM

 

Should you wish to view completed activities, click in the filter tab to select Complete Activities

Screen Shot 2013-09-12 at 12.01.17

This generates a list of Complete Activities

complete activities from the live activities screen in BuddyCRM

 

You can view your Calendar by month, week or day by selecting your preference

adjust calendar view in BuddyCRM

 

How to…Share my Calendar

Select the Calendar icon from the Buddy BAR.

calendar menu item in the buddy bar of BuddyCRM

You can share your Calendar with colleagues by selecting Share.

share your calendar in BuddyCRM

 

A list of your colleagues will appear and you can select either Add all to share with everyone or click Screen Shot 2013-09-14 at 10.43.42 to share with individuals. In this example I have selected one colleague (Aydin Sullivan) to share my calendar with. This Screen Shot 2013-09-14 at 10.47.23 indicates that he is only able to view my calendar .

 

Screen Shot 2013-09-14 at 10.45.47

 

Should I click on Screen Shot 2013-09-14 at 10.49.23 this will turn to green Screen Shot 2013-09-14 at 10.50.29 and he will also be able to edit my calendar.

In order to save your changes select Share.

If you wish to remove an individual you can click Screen Shot 2013-09-14 at 10.52.06 or if you wish to remove all colleagues you have shared your calendar with click Remove all. Don’t forget to click Share to save your changes.