netFORUM Pro Modules > CRM > CRM Home Page and Calendar > Adding Calendar Items from My Home
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Monthly View Button

My Calendar Summary

Setting up the CRM Home Page Announcement

Navigating to the My Home Profile Page

My Calendar

Adding Calendar Items from My Home

To create a Calendar Item from My Home:

  1. Navigate to the My Home page.
  2. Under My Unfinished Calendar Items, click the Add button.
  3. The Calendar To-Do Item Details pop-up displays. Complete the Calendar To-Do Item Details form.
  4. Click Save.

  1. The item displays in the My Unfinished Calendar Items section of the My Home page.
  2. Public items display a green magnifying glass icon under the Public column. Priority items display an orange flag under the Priority column. If the calendar item was a contact reminder, a green arrow appears under the Contact column.