Schedule Configuration

The Schedule feature in Salsa CRM allows you to schedule events, meetings, and visits.  You are able to customize the event categories and event codes. NOTE: The events referred to are Schedule Events not Special Events.  The Event Module for special events is available separately from the basic Salsa CRM database.

1. From the main Salsa CRM menu choose Tools, Schedule, and Schedule Configuration. The schedule configuration screen opens, listing items for Personal Categories, Meeting Categories, Visit Categories and Event Codes. 
2. To add items to the categories or codes, select the appropriate Add  
3. Enter the desired item and then select the OK
4. To edit an existing item, select the item from the list, choose the Edit button, make the appropriate change and select the OK Alternatively, you may double-click the item you wish to edit. 
5. To delete an existing item, select the item from the list, choose the Delete A warning opens. Choose OK to confirm the delete. Another box opens informing you from how many records that item has been removed.  Select OK.   Note: You must have at least one item listed in Event Codes in order to add a Sub Category to an event.