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Calendar View

B
Bindu Rekha Babu
9 Mar, 2021 - Updated 1 month ago

Introduction

Using the Calendar view, you can display scheduled events and tasks for:

  • The current date
  • A day
  • Three days
  • A week
  • A Month
Calendar View is available in two modules in the CRM - Events and Tasks. 


Displaying the Calendar View

Let us learn how to display the Calendar View from the Events as well as the Tasks module. 

Calendar View for Events

In the Calendar View, you can click on an event to view its owner, start time, end time, and status. Also, you can perform the following actions on an event on the Calendar View: 

  • Add a comment or sticky note on the event record.
  • Open the event record in a new window.
  • Mark the event as Held.
  • Edit the time, assignee name, status, etc. 

Follow these steps to display the Calendar View from the Events module:

  1. Click the Main menu.
  2. Click the Essentials tab.
  3. Click Events.
  4. The List View for Events is displayed.
  5. Click the Calendar icon on the top right corner of the screen.
To learn more about Events, click here.


Calendar View for Tasks

In the Calendar View, you can click on a task and display the task window. In the task window, you can: 

  • View and Edit the following details:
    • Assigned To
    • Start Date & Time
    • Due Date & Time
    • Status
    • Description
    • Subtasks
    • Comments
  • Go to the Deep Dive view of the task
  • Click More to
    • Follow a task
    • Add a tag
    • View Followers information
    • Create Reminders
  • Click the Copy to link icon to copy the URL of the task

Follow these steps to display the Calendar View from the Tasks module:

  1. Click the Main menu.
  2. Click the Essentials tab.
  3. Click Tasks.
  4. The List View for Tasks is displayed.
  5. Click the Calendar icon on the top right corner of the screen.

To learn more about Tasks, click here.
 

The Calendar View displays your schedule for the current date and time. To display events held in the past or those scheduled in the future, click the left and right arrows displayed beside the current date.

Update your calendar events!

You can always update your calendar when there is a change in the date or time, an event is scheduled to occur.

Note: If any upcoming event is marked as held, the start time will be updated with the current time.


Calendar Schedules

You have different options to view your events based on a month, a week, for 3 days, 1 day, or the current day.  To view and select one of these options, click the drop-down beside the Calendar icon when you land on the Events page. 

  • Month: Displays your schedule for the entire month. By using the left and right arrows displayed on top of the calendar, you can view schedules for the past and future months.  
  • Week: Displays your schedule for the entire week (from Monday to Sunday). By using the left and right arrows displayed on top of the calendar, you can view schedules for the past and future weeks.  
  • 3 Day: Displays the schedule for three days, starting from the current day. By using the left and right arrows displayed on top of the calendar, you can view schedules for the past and future sets of three days.
  • 1 Day: Displays the per-day schedule. By using the left and right arrows displayed on top of the calendar, you can view schedules for the past and future.
  • Today: Displays your schedule for the day. 
  • Agenda: Displays your schedule on a per-day basis. You can view events scheduled for each day along with their status, owners, start and end time. You can also mark an event as ‘Held’ from the Agenda view.


Creating a Calendar Event

You can create an event on your calendar for a particular date or schedule a meeting on a specific date and time in two ways:

  • Using the + (Quick Create) on any of the screens in the CRM 

    Follow these steps to create an event using + (Quick Create):

  1. Click on the + (Quick Create)
  2. Click on the Events option
  3. Enter the following details in the Event window:
    • Start Date & Time
    • End Date & Time
    • Subject
    • Description
    • Participants
      • You can invite contacts/users right from an Event’s Quick Create window.
    • Assigned to
    • Status
    • Location
    • Activity Type
    • Related To
  4. Click Save
  5. You can also:
    • Click View Full Form to fill in further details
    • Click Cancel to cancel the process
  • Using the + Add Event button in the Essentials > Event screen

    Follow these steps to create an event using the + Add Event button in the Event screen:

  1. Go to the Main menu
  2. Click on the Essentials tab
  3. Click on the Events option
  4. Click on the + Add Event button on the top right
  5. Enter the following details in the Event window:
    • Start Date & Time
    • End Date & Time
    • Subject
    • Description
    • Participants
      • You can invite contacts/users right from an Event’s Quick Create window.
    • Assigned to
    • Status
    • Location
    • Activity Type
    • Related To
  6. Click Save
  7. You can also:
    • Click View Full Form to fill in further details
    • Click Cancel to cancel the process
Note: If any upcoming event is marked as held, the start time will be updated with the current time.


Syncing your Calendar with Other Apps

Are you using applications like Gmail and Office 365? 

You can now share and update event information by syncing Vtiger CRM Calendar and these apps. Information and notifications from these apps will appear as calendar events in your CRM Calendar module and vice versa.

Follow these steps to sync your calendar events:

  1. Go to the Main menu
  2. Go to the Essentials tab
  3. Click on the Events option
  4. Click on the Sync button,, at the top
  5. Select the app you want to sync in the Sync window
  6. Click the Sync Log button
  7. For example, if you sync your Calendar and Google, the Google-Sync Log window will display the entire list of events for the current date. 

Note:  You need to sign in to your apps before the sync can be processed.

Editing Sync Settings 

You can edit sync settings in the Sync window.  

Follow these steps to change sync settings:

  1. Go to the Main menu
  2. Go to the Essentials tab
  3. Click on the Events option
  4. Click on the Sync button, at the top
  5. From the Sync window
    • Click the Sync Settings button for the app you want to change sync settings
    • Change relevant details
    • Note: You can also revoke access using the Revoke Access button
  6. From the App - Sync Log window
    • Click the Sync Settings button for the app you want to change sync settings
    • Change relevant details
    • Note: You can also revoke access using the Revoke Access button

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