The Dashboard calendar contains events (tasks and appointments) that can be printed. Users who work in the field can use the printed sheet of events as an appointment sheet.  The Print Calendar function allows the user to print all events for one selected day.

On your dashboard, users first select the day they want to print. The calendar defaults to today's date.

 

Click the Print button on the Calendar Events section of the calendar.

 

The Print Calendar Events Window will pop up, displaying the Calendar Events that have been set for the selected day.

 

When printed, this will serve as an appointment sheet for the day. Users have the option of Including the Action Logs in the printed document. Check the Include Action Logs checkbox to include all the actions that have been taken on the lead.

 

The Printed Appointment Sheet includes the following information for each of your Calendar Events:

• Date/Time – The date/time of the Calendar Event
• Icon   -- One of two icons if depending on if the Event is a Task or an Appointment .
• Calendar Event Status – The status of the Event (options include Active, Past Due, Completed, Dismissed)
• Title – The Calendar Event title entered by the User
• Lead Identifiers – The lead identifiers for the selected lead
• Description - The Calendar Event description entered by the User
• Lead Status - The status of the selected lead associated with the Calendar Event
• User – The User for whom the Calendar Event has been set

And if you include the logs when printing, the printed appointment sheet will include:

• Action Date – The date/time when the action was taken
• Action – The name of the action
• Comment – The comment entered when the action was taken
• User – The User who took the action