FAQs in this section
Where can I set up my calendar?
How do I set up my calendar?
Can I change the date and time formats?
Where can I change the time zone of a user?
Can I see the weekly or monthly agenda on my calendar by default?
Is it possible to hide completed events from my calendar?
Where do I see my calendar?
What is the Calendar page?
What are the benefits of using the Calendar page?
What is My Calendar?
What other actions can I do in My Calendar?
What is Team Calendar?
How can I add other users or groups to the Team Calendar?
What other actions can I do in Team Calendar?
Can I add events to the Calendar page?
What actions can I do on a record on the Calendar page?
Can I change from month to week view in the Calendar?
What are the effects of Sharing Rules in the Calendar?
Why can everybody view my calendar and events?
Can I change the Calendar Sharing rules?
What happens when the event visibility is set to private in Calendar Sharing rules?
What is Calendar View in Vtiger CRM?
What are the various items that can be viewed using the Calendar feature in Vtiger CRM?
Can I install the Calendar View from the Extension Store?
Is the Calendar View available for all the modules in the CRM?
What is a Calendar Event?
What is a Recurring Event?
How do I use the Calendar View for Events?
How does Calendar View work for recurring events?
What are Calendar Schedules?
What are the benefits of using Calendar View?
How do I create a Calendar Event?
How do I create a Calendar Event using the Add Event option in Essentials?
How do I create a Recurring Events?
What data will be exported while exporting Calendar (Events and Tasks) records in ics format?
Can I add other activity types to My Calendar?
Table of Contents
You can customize the calendar view by adding other activity types to the current list.
Follow these steps to add an activity type:
- Log in to your CRM account.
- Click the Calendar icon on the top right of the screen.
- Go to My Calendar on the left of the screen.
- Click the + icon next to My Calendar.
- Click the Select Module dropdown and choose a module.
- Click the Select Field dropdown and choose a field.
- Enable Fields For Range checkbox and select multiple fields from the dropdown to create a date range.
- Select any color under Select Calendar Color. All the records of this particular activity type will be displayed in this color on the calendar view.
- Click Save.
When you enable the checkboxes of the activity type, the respective records will be displayed on the calendar view on the right.
To know more about the Calendar page, click here.
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