My Preferences - Calendar Settings

Ruba

9 Mar, 2021 - Updated 1 year ago

Introduction

Are your team members working across time zones?

Do you wish to make CRM usability better for them?

Then you are just a few clicks away! You can configure yours as well your team member’s calendar just the way it should be.

Date format, time format, and more within no time!

Vtiger’s calendar settings help you customize your calendar to suit your preferences. Read along to learn about the possibilities.

Accessing Calendar Settings

Follow these steps to go to Calendar Settings:

Click the User Menu on the top right corner of the screen.
Click the Settings button.
Look for the My Preferences section.
Select Calendar Settings.
Click the Edit icon on the top right to set up your preferences.

Different Settings Available

The table below summarizes the different settings available for you to customize your calendar.

Field Name	Description
Starting Day of the Week	The first day of your week (Monday - Sunday).
Day Starts at	The start time of your working hours (12:00 AM - 11:00 PM or 00:00 - 23:00).
Date Format	The date format that you prefer. dd-mm-yyyy mm-dd-yyyy yyyy-mm-dd
Calendar Hour Format	The calendar format that you prefer. 12 hour 24 hour
Time Zone	The time zone of your work location.
Default Calendar Mode	The default mode that must show in the Calendar View. Today This Week This Month Agenda 3 Day 1 Day
Default Call Duration (Mins)	The default duration to be set for events of type Call. The End Date & Time field is set depending on what you choose here. 5 10 30 60 120
Other Event Duration (Mins)	The default duration to be set for events of other types such as Meeting, Mobile Call, etc. The End Date & Time field is set depending on what you choose here. 5 10 30 60 120
Default Event Status	The default value to be set in an event’s Status field. Planned Held Not Held Canceled Rescheduled Skipped
Default Activity Type	The default value to be set in an event’s Activity Type field. Call Meeting Mobile Call Onsite Meeting Onsite Service Group Event
Hide Completed Calendar Events	Events marked as Held are not shown in the Calendar View if this field is enabled.
Default Calendar View	The default view of your calendar (in the Events module). List View My Calendar
Default Task Duration	The default duration to be set for tasks. You can pick any time in mins, hours, or days.

Note: When the destination fields are updated with the source field values via workflows or approvals, then the CRM account owner’s preferences are applied. The preferences are set up under My Preferences and Calendar Settings.

Consider this example: If a deal’s Description field (destination) is updated with the deal’s Expected Close Date (source) via a workflow, then the date format in the Description field takes the CRM account owner’s format.

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My Preferences - Calendar Settings

Table of Contents

Introduction

Accessing Calendar Settings

Different Settings Available

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