Defalto CRM

Calendar Settings

Estimated reading: 2 minutes 996 views

Every user has the ability to personalize the calendar based on their preferences. Settings play a crucial role in the functionality of the calendar, and it’s advised to configure them before initial use.

Various factors such as different countries and user requirements necessitate adjustments, particularly for settings like Time Zone, Date Format, Calendar Hourly format, and similar options.

How to access Calendar Settings:

  • via Main Menu – CRM Settings – My Preferences – Calendar Settings

Different Settings Available

List below provides a summary of the various settings available for customizing your calendar:

  • Starting Day of the Week – The first day of your week (choices: Monday through Sunday).

  • Day Starts at – The time your working day begins (e.g., 12:00 AM–11:00 PM or in 24-hour format 00:00–23:00).

  • Date Format – The date format you prefer (options: dd-mm-yyyy, mm-dd-yyyy, yyyy-mm-dd).

  • Calendar Hour Format – Hour format in calendar view (choose: 12-hour or 24-hour).

  • Time Zone – Your local time zone for scheduling.

  • Default MyCalendar View – Default view when you open the calendar (Today, This Week, This Month, Agenda, 3 Day, 1 Day).

  • Default Call Duration (Mins) – Default duration for call events (5, 10, 30, 60, or 120 minutes).

  • Other Event Duration (Mins) – Default duration for other types of events (Meeting, Mobile Call, etc.) with same options as above.

  • Default Event Status – Default status for new events (Planned, Held, Not Held, Canceled, Rescheduled, Skipped).

  • Default Activity Type – Default type assigned to new events (Call, Meeting, Mobile Call, Onsite Meeting, Onsite Service, Group Event).

  • Popup Reminder Interval – How often the popup will appear set in minutes, 1 hour or 1 day.

  • Hide Completed Calendar Events – If enabled, events marked as “Held” will not appear in the Calendar view.

  • Default Calendar View – Calendar tab’s default layout (in the Events module): List View or My Calendar view.

  • Default Task Duration – Default length for tasks, can be in minutes, hours, or days (customizable).

CONTENTS
Go to Top