How do I manage my Calendar?

The Calendar makes it easy to manage all your significant events and Alerts in one place.

  1. Click the Calendar menu option on the left.
  2. The Calendar is set on the Month format by default, to change that, go to the top right of the screen,  and choose the appropriate format Year, Month, Week, Day, or Agenda.
Note:
  • The Agenda Format organizes the monthly events in a table

  • The Year Format gives an overview of all of the events for that year.

  1. Click the Calendar menu option on the left.
  2. Click on the top right of the screen or that appears when you hover over the date on which the event will occur. 
  3.  In the pop-up window, Add
    • The module that the event is related to
    • The Title
    • The date and time
    • Recurrence… etc
  4. Click Save.
  1. Click the Calendar menu option on the left.
  2. Click  on the top right of the screen. 



  3.  In the pop-up window, use the slider next to each module name to make the associated events visible in the Calendar.

  1. Click the Contacts, Entities, or Relationships menu option on the left.
  2. Navigate to Dates.
  3. Click Export to transfer the event to an external calendar.

April 5, 2021

Leave a Reply

Your email address will not be published. Required fields are marked *