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The Basics of Organizing Your Day in Causeview

    Using Causeview to organize your day is a great tool to help your organization coordinate projects and work together. The Calendar provides a list of all events or appointments and a link to other calendars or calendar views such as daily, weekly, or monthly. This calendar can be synced with your Microsoft Outlook Calendar or your Google Apps Calendar (Gmail) if required so you can continue to utilize your favourite calendar application. Along with tasks, it will allow you to organize both your day and future days, and to keep it synchronized with  your Causeview and Salesforce platform for reporting purposes.

    The New Event button takes you to the New Event Edit screen. The Event Edit screen allows for all of the standard data entries related to an event including the creation of recurring events, setting reminders, attaching files, and inviting other attendees.

    Click save to save your new event.


    The Basics of Organizing Your Day in Causeview
    Tasks, Calendars & Communications
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