Create Diary Event

Click on the Diary button on the menu bar to be presented with the following view

To create a diary event either click on the new button or double click on the preferred time on the day view to be presented with the following. Diary events can be linked to contacts, opportunities and projects.

My-CRM has the facility to set an alarm for any diary event to remind you in advance that an event will soon be due.

The sent to outlook check box will show whether the diary event has been sent to Outlook. To resend to Outlook simply turn the check box off and this event will appear the next time you run the "Outlook Sync" routine.