⚠️ IMPORTANT: This article refers to the Legacy version of SalesNexus. The Legacy SalesNexus will be sunset by the end of July 2026. It's time to migrate to the new SalesNexus. Here's how to start the process.
If you need help, consider our Migration Training and Full Service Migration packages.
Applies to: R4 Version
To access the Calendar:
- Click on the Calendar icon in the top menu.
- Go to Tasks > View Calendar
Calendar View and Options
- Option to view all or a specific user's calendar items.
- Type of tasks to be displayed (Call, Meeting, ToDo, Cleared and Timeless).
- More options available for the calendar:
- Printing
- Emailing a copy of your calendar items
- Show full timezones
- Creating new calendar entries
- Manual sync with Google or Microsoft Exchange.
- Calendar items duration view selector.
- Click the Refresh button to update the calendar view when changing parameters or filters
- Move to other days, weeks, months on the calendar view.
- Shortcut button to jump to today's date.
- Current page/view's daterange display.
- Calendar view options, to view the calendar in either weekly, monthly or day view.
- Calendar events displayed in their respective timeslots.
- Click on an available timeslot to schedule a new calendar event.
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