The Schedule section includes the following functional elements:
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In the upper left part of the section, there is a button to jump to the current date. This button opens the schedule for the current day or week, depending on whether the day or week view is selected.
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Next to this button is a toggle switch between days or weeks (the selected day/week is shown on the right, and there are arrows to the left of the date to change the date).
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Clicking on the date opens a calendar, where you can also jump to the desired date.
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There is an option to view information by day or week. Click the button to switch between "Day" or "Week" modes. When the day mode is selected, the user will see the schedule for a single day, and when the week mode is selected, the full schedule for the week will be displayed.
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Next, there is an option to switch between other profiles to view subordinates' activities (if any). Click it to select a subordinate.
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The rightmost button is the option to copy, move, or delete calls and tasks. It looks like a pencil. This function is available in both Day and Week views.
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By clicking this button, the user can select one or more calls/tasks by checking the relevant activities. The user can also select the entire day by clicking the button with three lines in the upper left corner.
After selecting activities, additional buttons will appear:
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A "Copy" button will appear at the bottom. Copy the selected calls/tasks to the desired date (copying is only possible for the current and future dates, regardless of the call/task status). The copied activities will be marked as "Planned," regardless of the original activities' status.
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Next is the "Move" button. This moves the selected calls/tasks to the desired date (moving is only possible for the current and future dates, and only for activities in "Planned" status).
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Then, there is the "Delete" button. This deletes the selected calls/tasks (only activities in the "Planned" status can be deleted).
After clicking the "Move" or "Copy" button, a window with a calendar will open, where you need to select the date to which you want to move/copy the selected activities. After pressing OK, the tasks/calls will appear on the new date.
Please note that when copying information from the Week preview mode, the activity can only be copied to the corresponding day of a future week (e.g., an activity displayed on Monday can only be copied to another Monday).