CiuisCRM: Calendar

Calendar

1. You can find the "Calendar" menu by hovering over "Others" from the top header:

2. Added events to CRM are displayed as shown below.

Create Events:

1. To create an event click on the "+" icon from the right panel of the screen under "Events Tab"

A right slider appears. Enter the details  

1. Event title : Enter event name.

2. Event Type : Select the event type form the drop-down.

3. Event start & event end time : set event start and end date and time.

4. Assign: select the staff form the drop-down you want to assign the event to.

5. Event notes : Enter the event notes to remember event created.

6.Notification toggle : To get the event notification enable it.

1. Notification type : by email or by remainder.

2. Duration: you can set number of days

3. Time : set the time period whether months, days, weeks or year.

4. After filling in all the events details click on "Add Event" button at the bottom.

Create Event Type :

1. While creating the event, click on the "Create Event Type" settings icon.

A event type tabs open .

1. Create : click on create button .

2. Event type title : Enter the event title.

3. Event color : Enter event color of your choice.

5. Public check box :Check if the event is public to keep

6. Click on "Add event type".

Event type is created , and you can use it while creating an event by selecting the event type from the drop-down.