Monthly Activities

The Monthly Activities window allows the user to view his or her scheduled activities for a selected month. To view your monthly activities, select Activity from the Main Desktop menu-bar and then Monthly Activities from the subsequent pull-down menu. The Monthly Activities window shows the total number of activities for the selected month in the title bar, and displays them in a standard calendar format. Each cell represents an individual day and contains the scheduled activities for that day, listed by account and contact name. Additional activity information can be displayed in a pop-up window by using the mouse to "hover" over listed activities. A time of day will be displayed in this pop-up window for Activities scheduled for specific times. If more than three activities are scheduled, a scroll bar will be displayed on the right edge of the cell so that the entire list of activities can be viewed. To view any other calendar month of activities, simply select the month and year from the Monthly Calendar window.

Note: This window will default to the activities of the signed-on Wintouch user for the current date.

Activities

All of the activities will be displayed by day scheduled. The total number of activities for an individual date is displayed in the title bar of the individual cell. An activity displayed in red indicates it has a high priority.

Opening Activities

To view, edit, or complete any listed activity, simply double-click on the highlighted activity or select the Open button and the related Account Summary or Contact Summary window will open. The Next Activity and Last Activity will be displayed in the Activity List Box at the bottom of that window.

Note: If you would like the activity to open with the Account or Contact Summary, go to Preferences, then Activity and Calendar Settings tab, and check the Open Summary window with Selected Activity check-box. This will enable the feature that automatically opens the activity in front of the Account or Contact Summary window when the activity is selected from the Monthly Activities window.

Re-Scheduling Activities (By Drag and Drop)

• A Single Activity: You can reschedule a single activity by hovering the mouse courser over the activity you want to reschedule and dragging and dropping it into the desired date in the Monthly Activities window.
• All Activities By Day: You can reschedule all activities within a single day by hovering the mouse courser on the title bar of that day and dragging and dropping into the desired day in which you wish to reschedule the activities.

Right-Click Option

When you right click on any activity in the Monthly Activity window you will have the option to view that activity in the Daily or Weekly Activity window.

Radio Buttons

All Users: When this button is selected

Group Calendar: Select this button to view activities that are scheduled by group. When this button is selected the drop-down field to the right will populate with all the groups that are available to choose from.

By User: Select this button to view activities scheduled for specific users. When this button is selected the drop-down field to the right will populate with all the user that are available to choose from.

For Account: When scheduling an activity from the Monthly Activity window, select this button to schedule an activity that is tied to an account. After pressing the Schedule Activity button, the Account Search dialog will open requiring you to select an account for the activity.

For Contact: When scheduling an activity from the Monthly Activity window, select this button to schedule an activity that is tied to an contact. After pressing the Schedule Activity button, the Contact Search dialog will open requiring you to select a contact for the activity.

Push Buttons

Calendar: Select the button with the current date to open the Monthly Calendar window. Click the arrows to scroll forward or backward through the days, months, and years. Click on the calendar to select a day. Select the OK button to view the activities for all days in that month. Select the Cancel button to close without changing dates.

Open: This button will select and display the Account or Contact Summary associated with the highlighted activity.

Note: When the Open Summary window with Selected Activity check-box is checked in Preferences , the activity will open in front of the Summary window.

Refresh: This button will update any activities which have been scheduled, changed, or completed since the window was opened.

Close: Select this button to close and exit the Monthly Activities window.

Help: Select this button to get helpful information regarding the current window.