Calendar is one of the CRM modules. Using this tool you can create, change and view events. You can use it as a planner, organizer and reminder.
- 1 Displaying schedules
- 2 Displaying event's details
- 3 Adding and editing events
- 4 Deleting events
- 5 Interface details
Calendar can display events in a few different ways. These are: Agenda, Day view, Week view, Month view and Year view. You can switch between them by clicking on the respective tabs while in Calendar module.
Agenda puts events in a list, one under another. It gives you possibility to view events in a few useful orders, for example chronologically.
- This panel determines time range for which events are displayed. You can set this range by determining From and To dates. To do this click on either "From" or "To" field and select the date. After that click "Show" button and the right events will be displayed.
- This button serves as a filter for event types. Clicking it will let you choose whether to display Meetings, Task and Phonecalls.
- This bar, apart from obvious informational usage, serves as the sorting tool. All fields here, except "Actions", work as sorting buttons. When you click them, you choose the value by which the events are sorted and also toggle ascending/descending order.
- These buttons serve as shortcuts to the common actions you might want to perform on the events.
- This icon indicates, that the event is repeatable. Such an event can occur with one of the few different frequencies, for instance once a week on Monday.
Day View, Week View and Month View display events by showing them on time grids. Day View and Week View focus on showing the starting dates, duration and overlapping of events. Month View is more general and display events on the right days, without further details, but in a larger scope.
Event frameDay view and Week view their size depends on their duration as well as the precision of the times on grid. In the Month view the size is fixed. You can see here some basic information, like the starting time of the event and usually shortened version of event's title. There is a small icon in the top left corner of the frame. When you hover mouse over it, details of the event will be displayed. When you click on this icon, then menu with actions will be displayed. There can be sometimes this icon on the event frame. It means that the event is repeatable.
Day view displays all events of the selected day.
- This space is used to delete events. More...
- This panel helps you navigate through the dates, either by going through consecutive days ("Previous day" and "Next day") or by skipping right to the day of your interest ("Select date").
- This header gives information, what day is displayed. In addition, signs of month and year serve as buttons to corresponding Month view and Year view.
- This panel contain labels that inform about exact time the cells stand for. More...
- A cell is a basic component of the day grid. Double click on it will start a creation of a new event.
- This is an event. It is displayed in a form of event frame.
Week view is similar to Day view. There are, however, two differences - events from seven, not only one, consecutive days are displayed and the navigating panel is slightly different, as it allows also navigating with the week leaps.
- An easy way to delete events. More...
- Navigating panel helps you navigate through days nad weeks. You can move by one day ("Previous day", "Next day") or week ("Previous week","Next week"). There is always possibility to move right to the week of some other date ("Select date").
- This time header informs about the month and year of the displayed week. There might be two such headers, when the week is at the edge of two months. The two labels - of month and year, both serve as buttons to Month view and Year view.
- Day headers mark consecutive days of the week. All events in the column beneath this header are of the same day. It also serves as a button to a Day view.
- Time panel marks rows with times they refer to. More...
- A single event, displayed as event frame.
- Cell - basic component of the grid. Double click on it will start the process of adding new event with starting date and time same as these of the cell.
Month view displays events from selected month. It shows more events, but with fewer details.
- This area is used to delete events. More...
- Buttons in this panel serve as tools to navigate through months and years, either one after the other ("Previous mont", "Next month" and "Previous year","Next year") or directly to the month of interest ("Select month").
- Header of the month. The sign of year serves also as a button redirecting to Year view.
- Numbers on this panel refer to weeks. Each of these labels redirects to proper Week view.
- A day label. Redirects to the Day view.
- A day cell - basic component of Month view's grid. Double click on it will add a new event.
- The events in this view are also represented by event frames, however all of them have the same size.
Year view is not that much precise as the prior views. It focuses on showing the days that have some events planned in the context of the whole year. You can use it also as navigating tool, as it has buttons which direct to all kinds of grid views.
- Navigating panel, when you want to go through consecutive years ("Previous year" and "Next year" button) or just skip to another year ("Select year").
- A month header. It works as a button redirecting to the Month view of the chosen month.
- Headers of the weeks. Each of them, when pressed, redirects to Week view of the chosen week.
- A cell of a day without any events. Still can be used to redirect to Day view of this day.
- A cell of a day with some events planned (the font is bold and the background color is the same as the one of the first event of this day). It also redirects to Day view.
There are a few options that can be changed here. You can access them by Menu -> My settings -> Control panel and then choosing Calendar. Click button "Save" on Action Bar to save chosen settings.
- The day of the week you want to be displayed as the first one. This option is used not only in Week view and Month view, but also in Year view.
- The view that will be displayed, when you access calendar.
- The hour at which you start your day. The earlier hours will be displayed all in one row. This applies to Day view and Week view.
- The ending hour of your day. The time after that till the end of the day will be seen in one row. This applies to Day view and Week view.
- The precision, with which the grid will be displayed. The interval determines the duration that corresponds with each row. It is used in Day view and Week view.
Displaying event's details
All events have a variety of settings and additional information that isn't shown while displaying schedules. You can access these details in two ways - by View event interface or by Event tooltip.
- Date - the day the event is scheduled for
- Time - the exact hours of the start and the end of the event
- Duration - the amount of time between starting and ending hour of the event
- Event - the title of the event; an outline
- Description - more information about the event (text)
- Assigned to - people from your company directly involved in the event progress
- Contacts - customers, contractors or other people who take part in the event or are interested in it.
- Status - informs about the stage in which event is. More...
- Access - how and by whom the event might be accessed. More...
- Priority - tells how important the event is. More...
- Notes - the number of notes that are attached to this event
- Created by - the date and time of event's creation
- Created on - person who created the event
View event interface
You can access this interface in a few ways. From Agenda - by clicking on the title of the event's title. From grid views - by using event frame, either by clicking on the time panel or by choosing "view" from actions.
- This panel contains a few useful actions.
- Here are the event details
- Title - an outline of an event, its definition.
- Permission - the way the event can be accessed across the system. More...
- Priority - tells how important the event is. More...
- Status - the information about in which state the event is (More... ). This interface allows changing of status by simply clicking on it. Clicking on "Open" will change it to "In Progress" and clicking on "In Progress" will change it to "Closed" or "Canceled" (depending on user's choice).
- Employees - people who are directly and actively involved in the event from the side of company. Red eye icon indicates that this employee hasn't seen the most recent changes of the event.
- Description - contains more detailed information about the event.
- Timeless - gives information whether event is timeless or not.
- Recurrence - informs whether event is repeatable. On the picture above - it is not. More...
- Customers - the list of people who are connected with the event, but don't take active role in it or are from outside of the company.
- Attached notes, alerts and e-mails.
There are a few attributes of events that require detailed description. These are: Access, Priority and Status.
Access/Permission indicates the type of permission to view and change the event. There are a few options possible:
- Public - everyone may see the event, read and change the event's details.
- Public, Read-Only - everyone may see event and it's details, but only users assigned to the event may change it.
- Private - only users assigned to the event may see or change it.
This attribute says how important the event is. The priority might be set to three different values. Color of the event frame reflects this setting:
This attribute informs about the progress of the event. There are four possible stages:
- Open - the event hasn't started yet
- In Progress - the event has already started and is still running
- Closed - the event has ended
- Canceled - the event has been canceled
This icon displayed on an event frame or near the event's title in Agenda means that the event is repeatable. It is scheduled to recur once in some certain time, for example - on Mondays or every 14th day of the month.
In the View event interface you can find more detailed information about the recurrence of particular event.
- The recurrence interval. Possible options are:
- every second/third/fourth/fifth/sixth day
- once every week
- few times every week (for example on Mondays, Tuesdays and Thursdays)
- every two weeks
- every month
- every year
- The first day of the recurrence.
- The end date for the recurrence.
Adding and editing events
To add a new event you can simply click "Add event" button (on the picture) and then fill the data. Other way of starting event creation is by using Grid views. Double clicking on a cell in Day view or Week view will direct you to filling form with date and time filled with the data based on the time and date of the cell. Clicking on a cell in the Month view will give similar effect - the date of the new event will be the same as the one of the cell.
To edit an event you need to access the filling form and change there the fields of interest. There are a few ways to access this form:
- From Agenda - choose the "Edit" option from actions available for the event.
- From Grid views - click icon on the right event frame, and choose "Edit" from available actions.
- From View event interface - while viewing the event use "Edit" button from Action Bar (on the picture)
If you want to create an event very similar to the one that already exists, you can use cloning function. To do this, enter a view of the event you want to copy, and click "Clone" button from Action Bar (on the picture). It will redirect you to a form filled with the cloned event's data. To proceed enter and save the changes.
Note: the original event won't be changed during cloning.
Filling data form
- The name of the event, may contain a short information regarding the event.
- Here you can set event's attributes: access, priority, color and status. More detailed information about these fields you will find here.
- List of people directly involved in the event, in a form of multiselect.
- Description of the event, containing more detailed information, for example a short list or agenda.
- Time options. Here you set detailed information about the event start, end or duration.
- Date - start date and time of the event. You can set the date by filling the field to the left or choosing the right date from a small calendar that is shown when you click on the field. On the right side you can change the start time, by selecting right options from three selects (or two, if you use 24 hour time display).
- Timeless - check this option if you don't want to determine the exact time of the event you are creating or editing.
- Duration/End Time - to set a duration, choose one of the options available in select to the left (5, 15, 30 or 45 minutes; 1, 2, 4 or 8 hours). If you want to determine the end time instead of duration, clicking "Toggle" will let you do so. To determine end time, choose the desired options from three selects available to the right (or two, if you use 24 hour time display). If you want to go back to setting duration from this point, click "Toggle" button.
- Recurrence options. More...
- Customers' selection. Here you can choose all customers that are connected with the event by using auto-multi.
When you fill the data you can see two buttons on the Action Bar: Save and Cancel.
If you want to save the changes you've made (or the new event), click "Save" button to confirm them.
If you want to abandon the changes you've made (or the new event), click "Cancel" to reverse them.
If the only thing you want to change in the event is its time or date (but not duration), you can do this by moving the event. You can do this from any Grid view.
- In Day view you can change only the start time of the event. To do this, drag and drop the event frame on the right cell.
- In Week view you can change both start time and date of the event. However it has its limitations - you can choose only the date from the same week event already is. To do this, drag and drop the event frame on the right cell.
- In Month view you can change only the date of the event and only if it is in the same month the event already is in. To do this, drag and drop the event frame on the right cell.
When the event is over and you finished working on it, you may want to mark this event as "closed". If the event didn't happen or was called off, you may want this event marked as "canceled". Both these status changes you can do in a few similar ways:
- While in a one of Grid views - click on the icon on the chosen event frame then click on the action button "close" (). This will direct you to a leightbox (described below).
- From the View event interface. To change the status from "Open" to "Closed" or "Canceled", first change the status to "In Progress" by clicking "Open" sign in "Status" field. To change status from "In Progress" to "Closed" or "Canceled", click "In Progress" sign in "Status" field. This will result in displaying a leightbox (described below).
- By editing the event - change value of "Status" field to "Closed" or "Canceled" (choose the right option from the select).
First two methods described above are using a leightbox for the final phase of changing the status.
- Status selection - here you choose whether you want to close or cancel the event.
- Note - here you can write some comments.
- Follow ups - in order to continue you have to click one of these. The default value is "Save" - click this button if you only want to close/cancel the event. Other options allow you creation of a new event, task or phone call using the data of the event being closed/canceled.
To delete an event you need first to display it, either in Agenda or in one of the Grid views and then:
- From Agenda - click icon form the "Actions" field corresponding with the event.
- From any of Grid views:
After that you will see a confirmation box. Click "OK" to successfully finish deleting process.
Actions are as follows:
- View event's details
- Edit event's details
- Delete event
- Change the date of the event - clicking on this will display a small calendar, where you can choose any date.
- Close event - you can use this to mark that the event has ended or was cancelled.
- / These icons indicate whether or not the event is watched, i.e. whether you will be noticed if the event is changed. Green one means, that you watch the event and clicking on it will stop watching of the event. Opposite, gray one says that event isn't watched and clicking on it will start watching.
- This is an information icon. By hovering mouse over it you will see additional information about the event, like time of creation and last edition and who created and edited it.
- Adding a new event - follow up to the displayed one.
- Creation of a new task - follow up to the displayed event. Appears only if the "Tasks" module is installed.
- Creation of a new phone call - follow up to the displayed event. Appears only if the "Phone Call" module is installed.
This area, marked with the icon of dust bin, serves as a simple method of deleting events. It is used in all views with event frames: Day view, Week view and Month view. To delete particular event, just drag and drop event frame on this spot.
This panel contains labels that indicate the time of the day which is represented by the cells next to them. It is used in Day view and Week view. There are several types of labels here, each of them should be interpreted in a slightly different manner.
- This label marks that events in the same row are "timeless". This means that there is not specific time of their start and end. It appears only once for one time panel, always on top of it.
- This label, which is always right after "Timeless", marks the row that contains all the events that happen before the "start of the day". The time of this start may be changed in Options. There is always only one such label for a time panel. It is placed between "timeless" label and the standard ones.
- This is typical label of time panel. All of them have the same time span. Here it is one hour, but this can be changed to different values in Options. The duration of the event might be, of course, longer than the duration of one of such labels. Event frame is then situated in more than one cell.
- This label is next to the row, which contains all the events that happen after the "end of the day". Exact time of this "end" can be set in Options. This label is always at the end of time panel. There could be only one such label in one time panel.
This tool is very useful when selecting date, month or year, which is not near the current or currently displayed one.
This is view of the month. It is used to choose the day. From here you can select the date, by clicking on a proper number. You can also choose a day from another month. To do so, you need to change view to the month of interest. Simply navigate with the arrows located in the to right and top left corner of the small calendar frame. There is also another method - using view of the year you can directly choose the month from the displayed year. To go to that view - click on the name of the month.
The view of the year serves to select months. To do so, click on the name of the right month. If you need month from another year, you can navigate through years by using arrows located in top left and top right corner. You can also display wider range of the years to choose from by clicking on the name of the year. It will redirect you to view of decade.
View of the decade shows ten consecutive years. You can choose a year by clicking on the proper number. If the year of interest is not in the displayed decade, you can navigate to next and previous decades by using arrows from the top panel.