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Calendar

Updated till version 1.1.9

The Calendar within VNCcrm provides you with a more focused view of all date-related CRM objects that have to be handled within a month, regardless of their importance. This makes it easier for you to focus on assignments that come with a defined due date.

  1. Calendar interface. The calendar provides an overview of all CRM tasks, opportunities, and activities. Hovering over a calendar entry, for instance, a "Task" or "Opportunity", will display the details on the tooltip, where you can click through to go the the detail page.
  2. Filter. It is possible to customize filters to define a subset of entries to be shown on the calendar.
  3. Calendar view. You can display your calendar by Month view, Week view, Day view, List view, or Year view. It is also possible to customize filters to define a subset of entries to be shown on the calendar.

To access the "Calendars" interface, click Calendar on the top navigation menu.

Filter calendar entries

It is possible to customize filters to define a subset of date-related CRM objects to be shown on the calendar.

  1. Navigate to Calendar.
  2. Click Filter.
  3. Click the plus icon and select the attribute you want to filter calendar entries.
  4. Click Apply.

Change calendar view

  1. Navigate to Calendar.

  2. At the right, select one of the following buttons:

    • Day View - if you want a calendar to display a present day;
    • Month View - if you want a calendar to display a current month;
    • List View - if you want a calendar to display the Activities, Opportunities, and Task list;
    • Year - if you want a calendar to display a current year;

Move cards in calendar

By dragging and dropping cards you can reorder activities, opportunities and tasks due each day to keep your highest priority activities, opportunities and tasks at the top.

  1. Navigate to Calendar.
  2. Click and hold anywhere in the area of a selected card.
  3. Drag the card to its new location.