You can access your calendar for several places on the ERP but from your dashboard will be the best place. You can reach the system dashboard by clicking on the Dashboard button of the systems main menu block. The LucidTrac Calander will show your work through the ERP platform based on the actions you have taken. It will also show you any appointments created for you by your team or yourself. 

You can find your Appointments & Activity Calendar on the main dashboard and is should look like the calendar below. 

You calendar will display the times of each event based on the timezone your account has setup.

You can click the pencil next to the Timezone to correct it if needed. The will then reload the calendar displaying the new Timezone.

If you can not find the calendar you can you the DASH MENU button to locate the calendar on your dash. Remember you can also hide, show and move dashboard widgets via the LucidTrac - Dashboard Learn article. 

The calendar has 1 basic view control area where you can change the view and the date range. 

The buttons on the Left deal with moving the date by either Month <> or Year <<>> respectively. You can also use the Today button to get back to date your system loaded the calendar page originally. 

Here is an example of a your calendar loaded in List view one of the buttons on the Right Side of the Calendar

Clicking on one of the events in you calendar will allow you to view that events data. 

If you have made a call using your dedicated outbound line you can even listen to your call recordings through your activity calendar.

You can create an appointment by using the create appointment button. This will make a standard appointment under your location for any one of the contacts available in your organization. We will cover on creating appointments for Your LucidTrac Lead/Account/Contact Calendars here.
 

Step 1 - Who is it for?

Step 2 - Use Calendar to select the Data / Time of the new appointment. First click on the Day you want say November 15th 

Step 3 - Select the Starting Time of the new appointment. You can use your mouse to drag the PENDING BLUE EVENT as needed. Once you are satisfied with the start time you can then click your GREEN continue button. 

Step 6 - Setting the Appointment Length & and Drive To / From Times. You will also be able to set the Event Title and provide a Description here as well. Note if you have integrated your Google Calendar this process will also create an appointment for you on that calendar as well. Once you are satisfide with your data you can click your CREATE APPOINTMENT button to continue. 
 

Appointments that are created for you will appear in Blue as shown below. 

Those that are stared have been created with a Linked Calander - Like Google Calendar and have been found in BOTH Places. While those without are just withing the ERP calendar only.