The Calendar is your management and communications tool that brings individuals together in a team, or a business. It also brings clarity and removes confusion on daily tasks and activities.

Discover Calendar

• Calendar Interface
• Event Setup

Calendar Interface

Navigation

Main Menu > CRM > Calendar

1. Date - Here you can select the desired date you wish to view. You can toggle between months by clicking on the arrows or by scowling up or down with the mouse-wheel.
2. Resources Filter - Here you can select any User you wish to view in the Calendar. This makes it possible for all Users to see when a colleague is available. The Company Calendar can be viewed by all users, but updated with permission only, this is useful for sharing company events and information.
3. Resources Header - This indicates the Resource's title you have selected in the Resources Filter (2).
4. Events - Events are displayed in their date and time slots. You are able to Drag-and-Drop, Copy-and-Paste to move and copy appointments across Days or Resources. See more below on how to create Events.
5. Views: This allows you to change the time period you wish to view in the Calendar, you are able to select from the following Views:
   • Day View - As displayed above.
   • Week View - The Week View will display each day of the week containing their events.

• Weeks View - The Weeks View will display the days of the week in columns.

• Year View - The Year View will display all the days of the year with the months in rows and days in columns.

• Time Grid - The Time Grid View displays the hours in the day, days in the week or days in the month.

You're able to specify the visible days of the week and working hours for the Time Grid View.

The Time Scale setting (image below) for the Time Grid view includes:

• Day|Hr - Major time scale is Day, minor time scale is Hour
• Wk|Day - Major time scale is Week, minor time scale is Day
• Mth|Day - Major time scale is Month, minor time scale is Day

6. Output: You can print the Calendar to look exactly the way it displays on your screen. See screenshot below:

7. Right-click on Event - By right-clicking on an Event, you are provided with the following additional functionality:

• Open - This will open the event setup. However if you select Open on a recurring event, you will be prompted to specify if you only want to open the specific occurrence or the series of occurrences. See image below:

• Edit Series - If an event is recurring, this will open the recurring event setup.
• Show Time As - This allows you to change the Show Time As status.
• Label - This allows you to change the event's label.
• Delete - This allows you to delete the event. However when you select delete on a recurring event, you will be prompted to specify if you want to delete the specific occurrence or the entire series. See image below:

8. Right-click in Calendar - By right-clicking in an empty space on the Calendar, you are provided with the following additional functionality:

• New Event - This allows you to create a new event.
• New All Day Event - This allows you to create a new event that is set to last the entire day.
• New Recurring Event - This allows you to create a new recurring event.
• Today - This will return you to today's date on the Calendar.
• Go to Date - This allows you to navigate to any desired date. Once you've selected Go to Date, the Go to Date window will pop-up, there you can specify the date and the Calendar View to be displayed with your selected date. See image below:

9. Time - This red line displays the current day time.

Event Setup

Navigation

Main Menu > CRM > Calendar > Double-click in Calendar / Right-click and select New Event / Right-click on existing Event and select Open

1. Subject - Here you can enter a description for the event.
2. Location - Here you can enter the location where the event will take place.
3. Label - This will be the label for the event. The labels are similar to statuses, the event will be displayed with the label color. You can select any of the following labels:

4. Start time - Here you are able to enter the event's start date and time.

5. End time - Here you are able to enter the event's end date and time.

6. All day event - Check this box if the event will last for the whole day.

7. Show time as - Here you can select how the time will be logged against the User attending the event. You are able to select form the following statuses:

8. Note - Any additional notes regarding the event can be entered here.

9. Recurrence - If an Event is recurring, click this button.

a. Event time - Here you can specify the event's Start and End time. The Duration field will be calculated automatically.

b. Recurrence pattern - Here you can specify the recurrence pattern by selecting the recurrence period and days.

c. Range of recurrence - Here you can specify when the recurring event will stop.

d. Remove recurrence - Click this button to remove the recurrence from the event.