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
- Go to Calendar from the left main menu.
- Switch between day, week, month, year or list view to see events in the format you prefer.
- Click any existing event to view details, update information, or delete
- To create a new event:
- Click on the Add New button.
- Fill in the required details (title, description, module, date).
- Save to have it appear instantly in the calendar.
Where to use it
- Compliance: Record filing deadlines, KYC refresh schedules, or policy expirations.
- Client Management: Set up meetings, reviews, and client follow-up tasks.
- Entity Oversight: Add board meetings, annual filings, or renewal deadlines.
- Team Planning: Assign tasks and track completion across users.
Tips
- Create directly in the calendar to save time instead of navigating back to modules.
- Click the Today button to quickly return to events scheduled for the current day.
- Toggle on “All Day Event” for events that span the entire day.
- Use “Recurrence” to assign repeating events (daily, weekly, monthly, quarterly, bi-annual, annual, etc.).