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FocalPoint Online Help

F-4 from the Main Menu

 

The calendar in the customer relations section is an expanded view of the dashboard appointments.

 

CRM-Calendar

 

You can use any of the tools on this calendar screen to navigate through days, workweeks, weeks, or four months. You can also print calendar schedules from here.

 

Similar to the appointments section of the dashboard, you may right-click anywhere in these areas to perform the following actions:

Create a new appointment

Create a new all day event

Create a new recurring appointment

Create a new recurring all day event