Before you begin working with the Activities page, you must first set preferences relating to how you want to use your calendar.
These preferences determine the following:
- Privacy settings
- Calendar display
- Sharing your calendar
Prior to setting your calendar preferences, set the time zone to make sure your calendar reflects the time zone in which you work. For more information, see How to Update your Timezone.
To set your calendar preferences:
- Click the Activities tab
- Down to Setup
- Click Calendar Preferences, to view the Personal Calendar Setup page
- In the Title field, enter a name for this calendar. You’re the only person who can see this title. If you give others access to your calendar, they see your name when viewing your availability.
- Use the Sharing field to set preferences for access to your calendar. Please note that you can choose a different Event Access setting on individual event records.
- Public – This gives everyone in your company access to your calendar.
- Private – This restricts everyone in your company from seeing your calendar.
- Defined Below – This allows you to select who can view and schedule appointments within your calendar using the Calendar Access subtab. For details, see section below Calendar Access.
- If you choose Defined Below in the Sharing field, click the Calendar Access subtab to select the names of people you want to have access to your calendar.
- Click Preferences to choose a default view for your calendar, set your time preferences, and enable sharing with iCal-compatible devices and applications. For details, see section below Preferences.
- After you have set all of your preferences, click Save.
Calendar Access Subtab:
Use the Calendar Access subtab to define how your events appear when others in your JCurve account view your calendar.
- In the Grant Access to column, select who should have access to your calendar. Please note only JCurve users with login access to your account appear in this list.
- In the Access Level column, choose one of the following access levels:
- View – This person can see events you mark public and busy times for events you mark busy.
- Edit – This person can see, change and remove events you mark public and see busy times for events you mark busy. They cannot delete events on your calendar.
- Full – This person has view and edit access to public events on your calendar. Those with Full access can delete events on your calendar.
- To grant access to your private events, check the Can Access Private Events box for the selected JCurve user.
- Click Add.
- Once complete, click Save.
Note: Administrators are able to view or edit, including delete, any task, event or call, even if it’s not assigned to them and regardless of the event access settings.
The options on the Preferences subtab determine how the calendar displays when you are logged in to JCurve. You can choose a daily, weekly or a monthly view, and designate a start and end time for your calendar day.
- In the Default View field, choose to display your calendar in a daily, weekly or monthly format. You can always change the view on the calendar by clicking Day, Week or Month within the calendar.
- In the Daily section, in the Start Time field, select the time your calendar day begins.
- In the End Time field, select the time your calendar day ends.These can be the start and end of the work day.
- In the Time Increments field, select how you want to display time on your calendar’s daily view.
- Under Calendar Sharing, check the Public Calendar box if you want to share your public calendar with iCal-compatible devices and applications. Checking this box generates a URL that you can use to view all public events on your JCurve calendar.
- Check the Private Calendar box if you want to share all of your calendar events (including private events and those shown as busy) with iCal-compatible devices and applications. Checking this box generates a URL that you can use to view all private and public events on your JCurve calendar.
- Once complete, click Save.
Note: These options only allow you to view calendar events in an iCal application. You cannot update or edit JCurve events from other devices. This is supported on iOS devices using iOS version 7.1.0 or later.
Now you can begin using your calendar. When you or others go to your calendar, your calendar appears according to your settings on the Preferences subtab.