Understanding CalendarsThis section provides an overview of calendars and discusses how to:
Set up calendars.
Integrate calendars with third-party applications.
Understanding CalendarsIn PeopleSoft Customer Relationship Management (PeopleSoft CRM) every worker has access to their own My Calendar page to view their monthly, weekly, or daily calendars. Managers can update calendars to reflect daily tasks. In PeopleSoft Sales, system events can automatically update sales representatives' calendars to reflect leads and opportunities.
Similarly, in PeopleSoft Integrated FieldService, system events can automatically update technicians' calendars to reflect service order assignments. When suggesting eligible candidates to assign to a service order and case, the system checks for worker availability. If a worker has another task scheduled, or if the start and end times of the task are not within the worker's scheduled work hours, the system indicates that the worker is unavailable.
Note. License the PeopleSoft Infosync application to provide end users with the capability to synchronize data between their CRM calendar and PIM (Personal Information Manager) calendar. PeopleSoft Infosync supports the data synchronization of contacts, tasks and calendars between the CRM system and Microsoft Outlook or Lotus Notes. For more information on the product, visit the PeopleSoft website and search for the Infosync product under the Customer Relationship Management product line.
See Also
Setting Up and Performing Assignment Searches
Setting Up CalendarsThis section discusses how to:
View daily calendars.
View weekly calendars.
View monthly calendars.
Common Elements Used in this Section
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Daily |
Click this link to go to the daily calendar page. |
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Weekly |
Click this link to go to the weekly calendar page. |
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Monthly |
Click this link to go to the monthly calendar page. |
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View Other Calendars |
Click this link to go to the Other Calendars search page to view calendars of other workers. Depending on how you implement security, a worker may not be able to view the calendars of other workers. It is more typical for managers to use this link to view the calendars of the people that report to them. |
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Add Calendar Entry |
Click this link to access the Task Details page and add calendar entries. For specific information on adding calendar entries refer to the section on Managing Tasks. See Managing Tasks. |
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Calendar Item Entry |
Click this link to go to the page that displays the calendar item. This could be a service order, case, lead, opportunity, or the Task Details page where a user can view and change meeting times, appointments, scheduled phone calls, reminders, and to do items. |
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Time Zone |
Every user can personalize their own time zone setting by clicking the My Personalizations link at the bottom of the menu navigation on the left side of the page. To change the time zone you would then click the Personalize Option button for Regional Settings. You can also set up time zones for workers using the Worker component. To display time zone information, the system first looks to see if the user has personalized their own time zone. It then goes to the Worker component to see if there is time zone information for the worker's location. If there are no settings for either, the system uses the database time zone. |
Pages Used to Set Up Calendars
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Page Name |
Object Name |
Navigation |
Usage |
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View a worker's daily calendar. |
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Click Weekly Calendar link on the Daily Calendar or Monthly Calendar page. |
View a worker's weekly calendar. |
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Click Monthly Calendar link on the Daily Calendar or Weekly Calendar page. |
View a worker's monthly calendar. |
Viewing Daily CalendarsAccess the Daily Calendar page.
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Go To |
Displays the date for the events appearing on the calendar. To view different days, enter a new date, select a new date using the Choose a date button or use the Next Day and Previous Day arrows. |
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Click the Choose a date button to access the Daily Calendar page for another date. |
See Also
Creating and Managing Service Orders
Setting Up Sales Security and Personalization
Viewing Weekly CalendarsAccess the Weekly Calendar page.
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Go To |
Displays the current date. To display a new calendar enter a new date, select a new date using the Choose a date button or use the Next Week and Previous Week arrows. |
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Click the Choose a date button to access the calendar page for another date. Note. You can also click the link under the day of the week to go to the worker's daily calendar for that day. |
Viewing Monthly CalendarsAccess the Monthly Calendar page.
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Go To |
Displays the month and year for the events appearing on the calendar. Select a new month and year to go to a different calendar for the worker. To access a calendar for a different month, click the Next Month and Previous Month arrows. Note. You can also click the link under the day of the week to access the worker's daily calendar for that day. |
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Current Month |
Click to return to the calendar for the current month after navigating to other months or years. The system highlights the current day and displays nonwork days in light gray. |
See Also
Integrating Calendars with Third-Party ApplicationsPeopleSoft CRM delivers two enterprise integration points (EIPs)—Calendar/Task and Task Type—to integrate the calendar functionality with third-party voice recognition applications.
In addition, you can take advantage of the PeopleSoft Infosync product, which provides end users with the ability to synchronize data between PeopleSoft CRM and PIM applications. PeopleSoft Infosync performs bidirectional synchronization of calendars, contacts and tasks between PeopleSoft CRM and Microsoft Outlook or Lotus Notes with a click of a button.
See the EIP Catalog on the PeopleSoft Customer Connection website for more information.
See Also
PeopleSoft Enterprise Components for CRM 8.9 PeopleBook
