The calendar displays all events and reminders related to Accounts and Contacts. If you have a meeting or other activity scheduled, it will display a colored dot on the scheduled activity date.
Edit/update Calendar
1. From the Tools menu, click Calendar.
2. The Calendar form displays. Click the edit pencil to edit a calendar.
3. You can assign system users to be able to view your calendar in the View Permission field or to have edit permissions for the calendar in the Edit Permission field. (Only administrators can edit the calendar settings for other users.)
NOTE: From here you can also use the Link Calendar option to add credentials that will sync to an external calendar. Each user must edit their individual calendar to add credentials.
- See more in the Outlook integration instructions
- See more in the Google integration instructions
4. Click Save when the calendar edits are complete.
Create New Calendar
- From the Action column, click Add (plus) icon to create a new calendar (such as a group calendar to schedule team lunches).
2. The Create Calendar form will displays. Input the calendar details then click Create to save the new calendar.
Add Calendar Events
1. From the Tools menu, click Calendar. The Calendar form displays. Click once on the day you want to create your event. The Calendar Details form displays below.
2. Enter your information into the form then click Save to update your calendar with the new event. The new event will then display on the calendar and can be opened to make edits as needed.
- Use the Invite option to send invites to CRM users or contacts, or to a manually entered email address
- Use the Reminder option to set a notification reminder
View Calendar Events
1. Open the calendar from the Tools menu, or use the Calendar widget on the Dashboard.
2. From the Dashboard widget, use the Month or Day option, or navigate to the needed day, to view or open a calendar event.
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