Diary

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Version: 11.1
• 4 minutes to read
 • 4 minutes to read

The Diary lets you view and manage your schedule, including tasks.

Mobile CRM: Diary week tab -app-screen Mobile CRM: Diary month tab -app-screen Mobile CRM: Diary upcoming -app-screen

Diary screen tabs

Tab Description Navigation
Upcoming A list of planned/upcoming follow-ups. Flick to browse the list. Tap a follow-up to open it or swipe left to mark it as completed.
Day Follow-ups for a single day. Swipe left or right to move days. Tap a follow-up to view its details.
Week Follow-ups for a specific week. Swipe left or right to navigate weeks. Tap a day twice to open it in day view. Tap the week label to open the date picker.
Month An overview of follow-ups for the entire month. Swipe left or right to move months. Tap a date to see its events. Tap again to switch to day view. Tap the month label to open the date picker.
Activities A list of tasks, completed activities, and overdue follow-ups. Tap an item to view its details. Flick to browse the list. Tap a task to open it or swipe left to mark it as completed.
Tip

Tap the date label between the Previous and Next buttons to quickly jump to a specific date, week, or month. The date picker that opens also includes a Go to today option for easy navigation back to the current date.

Symbols and visual cues

Symbol Description
Viewed but not yet responded to the invitation.
Accepted. Automatically set for the owner.
Declined.
Conflict. The time overlaps with another follow-up.
Recurring follow-up (repeats at defined intervals).
Video meeting
Strike through Completed.
Underline The current day in a week or month.
Green oval The selected day in a week.
Orange circle The selected date in a month.

Viewing calendars

You can view both your own calendar and other users' calendars directly from the Diary.

View your own calendar

  1. Go to the Diary.
  2. Ensure your name is displayed at the top.
    • If another person's name is shown, tap it and switch to your own calendar.
  3. Select the Day, Week, or Month tab to browse your schedule.
  4. Tap a date to view all follow-ups for that day.
  5. Tap a follow-up to open it.

Mobile CRM: Follow-up -app-screen

View other calendars

  1. In the Diary, tap the name just below the row of tabs.
  2. Select a person from the history list or search for them. Their name will display in red.
  3. Explore their calendar as described above.
Note

You will only see information that you have permission to view when opening another person's calendar.

Appointment screen

When you tap a follow-up, the Appointment screen opens, displaying its details.

  • Title
  • Date and time
  • Edit () and Task () buttons
  • Action bar: Call, Email, SMS

Sections

  • Follow-up type and agenda: Tap to view the full agenda.
  • With: Organizer and attendees (if any)
  • Video link and location: Only visible for meetings.
  • Completed status
  • Internal notes
  • Details: Information such as alarm and owner.
    • Tap to expand and view all available fields.
    • When expanded, a cogwheel () appears, allowing you to filter which fields are visible.

See who has been invited

If the follow-up has multiple attendees, you will see a number indicating how many people are invited (including the organizer).

  • Tap the number to reveal the participant list.
  • Attendees without an icon have not yet viewed the invitation.

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