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Calendar

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Revamp and revitalize your time management with Defalto CRM’s Calendar module. Seamlessly organize your schedule by planning Meetings, Calls, and Tasks effortlessly.
Share your calendar with team members to grant them visibility into your upcoming commitments.

The Calendar module showcases activities only if you’re involved as a participant or have been assigned a task, ensuring clarity and efficiency in your workflow.

Calendar Actions

  • Create Task/Event – By clicking on the selected day in the calendar view, a quick create calendar window will open where you can create events by type and fill in the relevant fields.

    There is also option to create Event via List view using button:

  • Today – Directs you to the Day view of the Calendar, displaying appointments and events for the current day.
action_today
  • Change of view – At the top right corner of the Calendar, users can toggle between different views, including Month, Week, Day, Agenda, or List view.
calendar_view
  • Record Quick view – When you hover over the record, a Quick View will appear. From there, you can access basic information about the event and carry out other actions like Marking As Done, Viewing Details, Editing, or Deleting.
calendar_view_quick
  • Today event notifications and access – In the Calendar, users can view today’s date along with the number of events scheduled for the day in the upper right corner. Additionally, upcoming events are displayed adjacent to it. This feature eliminates the need for users to search for events and provides visibility into what events are upcoming for the selected day.

    Users can also click on the upcoming event (A) to view its details. Clicking on the event will navigate you to the Detail view of the record.

My Calendar

My Calendar organizes/displays your records based on the selected activity type from the list.

It shows the following activity types by default:

  • Calls
  • Meetings
  • Email
  • Reminder
  • Add new Calendar activity type – You can personalize the calendar view by creating additional activity types into the existing list.

    Follow these steps to add an activity type:
  1. 1. In the Activity list on the left side, please click on the drop down arrow near Calendars and select + Add Calendar
  2. 2. Click the Module dropdown and choose a module.
  3. 3. Click the Field dropdown and choose a field.
  4. 4. Click the Range Field dropdown and choose a field which will be an end date range field.
  1. 5. Select any color under Color. All the records of this particular activity type will be displayed in this color on the calendar view.
  2. 6. Click Save.

When you enable the checkboxes for the activity types, the corresponding records will be shown in the calendar view on the right-hand side.

Shared Calendar

Shared calendar displays only events of users or groups in the Calendar view.

You can filter which users and groups events will be shown in the calendar view via Filter dropdown and choose the user or group you wish to add to the Calendar view.

To perform this operation click on:

Select the users and groups you wish to see and confirm via Save button:

Teams Calendar

In the Teams calendar view, you can choose groups, where you will then observe both the Group name and its respective users.

Note: Similar to the Shared calendar, sharing rules also apply here.

You can filter which users and their group will be shown in the calendar view via dropdown and choose the group you wish to see in the Calendar view.

To perform this operation please follow:

In the Calendar view, users belonging to the Support Group are displayed along with the events assigned to them.

Calendar Sharing Rules

Sharing Rules are very important on the Calendar page, particularly for Shared and Teams calendars.

As you’re aware, anyone within your organization can add your calendar and view your events. This is because your event visibility is defaulted to Public in the sharing rules.

Impact of Sharing Rules on Calendar Events

  • When the Sharing Rule is set to Public, both admin and non-admin users have the ability to add all users and groups to their calendars.
  • When the Sharing Rule is set to Private, only the admin can add all users, whereas non-admins can only add their subordinates and groups to their calendar.

When creating or editing an event, the Visibility field is utilized to designate whether the event is Public or Private:

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