Calendars

1. Features and Benefits

The following are the key features and benefits provided by the Calendar View:

• Enables efficient planning and scheduling of events.

• Provides an overview of upcoming and past activities.

• Display dates, days, and months clearly and legibly.

• Provide options for multiple views (e.g., daily, weekly, monthly).

• Allow easy navigation and switching between dates.

2. Create a Calendar View

To create a new Calendar view, follow these steps:

1. Open the record and find the Views icon on the top right corner of the screen.

2. Click on the "New Layout" button within the Views menu.

3. Choose the "Calendar Layout" option.

4. Specify the settings as follows:

• Layout Name: Enter a name for the layout.

• Date Field: Select the field that contains the event dates.

• Title Field: Choose the field to be displayed as the label on the calendar for each event.

• Location Field: Select the field that contains the event locations.

• Attendee Field: Choose the field that includes the event attendees.

5. Configure the Day view column settings:

• Use as columns: Select the desired columns displayed on the Day view.

• Columns to display: Specify the specific columns on the Day view.

6. Set the field that will determine the colour of the events on the calendar.

7. [Optional] Utilize quick filters to pre-define specific filter criteria for easy data filtration.

8. Click on the "Save" button to save the changes.

3. Set Up a Calendar View

To set up and use a Calendar view for a desired record, follow these steps:

1. Open the record and find the Views icon on the screen's top right corner.

2. Choose the desired layout you wish to display from the available options.

3. To set the selected layout as the default display for the record, click on the "Set as default" option > Click "Save".

4. Alternatively, if you only want to view the selected layout without setting it as the default, click the "Apply" button.