General
This guide is about events. For information about activities and the Calendar module in general, see the guide Activities.
There are different ways to create a new event, depending on your settings and needs. You can choose to create the event in the following ways:
- Pressing the New button in the Calendar module (Always an option)
- By using the Module tools available in the different modules of CRM. You can access the module tools via the Module tools button (after the tools have been added by the admin user).
- In a calendar widget on the front page, where you’ll click the Plus button (this is when you have a calendar widget on your frontpage)
Depending on your setting various fields will appear in the Activity:
- Accounts and contacts related to the event
- Activity Type
- Is the event Public: a public event is visible for people who have read-only access to your calendar
- Subject (title).
- The event’s Description, Location, Priority and Status.
- Start Date & Time and End Date & Time. The calendar buttons next to the date fields can be used to pick the right date and time by simply clicking the wanted times.
- Assignee.
- In the Custom Information section, you can determine the following, if needed:
- Links to a relevant Campaign and/or Project. (Project includes possibility to track work time to projects that can be invoiced later)
- On the Relations tab it is possible to link the activity to any other modules in the CRM example: Potentials, Quotes, etc…