Calendar

  2. Calendar

How do I add dates to Entities?

To stay up-to-date with all of your appointments and due dates, there are a few ways to add events.

Calendar Entities Date Event

How do I add dates to Contacts?

To keep the track of the date-based commitments, due dates, or just simply record date for your Contact, Document, Fee, Relationship or Entity there are a few ways to add one. Method 1: Click the Contacts menu option on the left.  Click on Date tab on the top right navigation tab. Click , in the pop-up…

Calendar Contacts Date Event

How do I manage my Calendar?

The Calendar makes it easy to manage all your significant events and Alerts in one place. Choose The Calendar Format Click the Calendar menu option on the left. 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,…

Calendar

Calendar Settings

Calendar settings are needed to be able to add/remove different types of dates.

Calendar Contacts Entities Relationships Settings

Global Calendar Section

Summary The Calendar is a central workspace that consolidates all important dates, tasks, and compliance events across users, contacts, relationships, and entities. It not only provides visibility of upcoming activities but also allows you to create new events directly from the calendar, making it a hub for both monitoring and scheduling. How to use it…

Calendar Calendar