Access your schedule and the schedules of other users you interact with from the Schedule workspace on your tablet.

Viewing your schedule

When you access NexJ CRM on a tablet, the Schedule workspace provides you with an overview of your schedule, as well as the schedules of other users, and allows you to add new schedule items or edit existing ones.

Within the Schedule workspace, you can view your own schedule by touching Mine , or view other users schedules by touching Others .

My schedule

The following buttons and views are available in the My schedule:

Today
Opens your schedule for the current date in the Day view.

Day
Displays your schedule for the selected day.

Week
Displays your schedule for the selected 7-day calendar week (Sunday to Saturday).

Workweek
Displays your schedule for the selected 5-day workweek (Monday to Friday).

Month
Displays your schedule for the selected month.

You can also navigate between dates by touching the forward and back arrows above the schedule.

The following image shows an example of the My schedule with the Day view selected.

Others' schedules

You can view only one day at a time in the Others schedule page. Navigate between dates by touching the forward and back arrows above the schedule.

Select the checkbox next to the name of the user whose schedule you want to view. This list of users you can select matches whatever you have set up on the desktop. However, if you do not see the user you need, you can touch Add Others to add the user to the list in the tablet.

The following image shows an example of the Others schedule:

Adding schedule items

You can add new schedule items to NexJ CRM from anywhere in the application or directly in the Schedule workspace on your tablet. You can add a schedule item and assign it to yourself or another user. You can also specify one or more contacts that the item is for.

To add a new item to your schedule:

1. Navigate to the Schedule workspace.
2. Navigate to the day for which you want to add a schedule item.
3. Touch the time on the calendar for which you want to schedule the item, touch Add , and then touch the type of item you want to create.
   The Add Schedule Item view opens.
4. Enter your schedule item information. You can assign multiple contacts, companies, or households to the For and Assign To fields.
5. Touch Save .

The new schedule item is now added.

Viewing schedule item details

View schedule items in the Schedule workspace.

To view the details of a schedule item:

1. Navigate to the Schedule workspace.
2. Touch the schedule item that you want to view the details of.
   The Schedule Item Properties page opens.

You have now viewed the schedule item's details.

Editing schedule items

Edit schedule items from the Schedule workspace.

To edit a schedule item:

1. Navigate to the Schedule workspace.
2. Touch the schedule item that you want to edit.
   The properties page opens.
3. Touch Edit.
4. Make your changes to the schedule item and then touch Save .

You have now edited the schedule item.

Viewing other user's schedules

Using NexJ CRM on a tablet allows you to view other people's schedules, allowing you to better understand their availability.

To view another person's schedule:

1. Navigate to the Schedule workspace.
2. Touch Others .
   A list of the users whose schedules you can currently select for viewing appears to the right of the calendar.
3. [Optional] If you do not see the name of the user whose schedule you want to view, add it as follows:
   1. Touch Add Others .
      The Select Users dialog opens. The left side shows a list of the users you can add, the right side shows the users you have already selected.
   2. Select the user or users you want to be able to see in the schedule.
   3. Touch Save.
      The Select Users dialog closes and the user or users you selected appear in the list to the right of the calendar, selected for viewing by default.
4. Select the checkbox next to the person whose schedule you want to view.
   The selected user's schedule opens.

You have now viewed another user's schedule.