Calendar in Profit Windows
In Profit Windows you have the complete Profit Calendar at your disposal. This means that you can add, view and delete appointments and that you can use additional functionality.
Procedure
- Profit Calendar layout
This topic is a comment on the layout of Profit Calendar.
- View appointments
You display Profit Calendar or a separate view.
- Create an appointment
In Profit Calendar you can add a once-only or a recurring appointment. Other Profit users that you invite will automatically receive an invitation. The invitee can either accept or reject the invitation.
- Edit an appointment without being the owner
You can authorise users to change any appointments that they do not own.
- Accept or decline an appointment
If an appointment has been created for you by another user, you can accept or decline the appointment.
- Place dossier items in a calendar
A reason for entering dossier items in Profit Calendar can be to schedule the completion of a dossier item on a particular date.
- Manually synchronise Profit Calendar
In Profit Calendar you have to synchronise integration appointments with Microsoft Outlook manually if you use the Exchange link while you do not have an Exchange server.