In today’s post on vtiger CRM/vt plus we are focusing on Calender module which enables the users to keep track of calls, meeting & tasks. The vtiger CRM includes a Calendar module to manages users activities and it also allows CRM users to collaborate on activities.
Users can collaborate on activities and maintain a history of all previous activities by linking them to specific records in the CRM (Ex: Organizations, Contacts, and Opportunities).
In above screen you can see vtigerCRM offers 2 types of Calendar records:
- Events: To scheduled and record calls and meetings.
- To Dos: Tasks to complete within a given time frame or period. (Only in List view)
You can create activities from calendar module & associate them with contacts or organisations and other records in the CRM or create activities directly from specific records
You can see in below screen that default view of calendar: week for admin & day for normal users.
Calendar can be viewed in different formats namely : Day, Week, Month, Year
If you want to change it then you have to go to my preferences click on it then the above creen will appear where u can edit default calendar view
Now we will show you how to create normal event first you have to click on plus sign then automatically the below screen will popup
After filling up the field according to requirement as need example Event Type/Name, Priority, Location etc and then you have to click on save button. After clicking your screen will look like below screen shot
So these are the easy steps which makes you feel comfortable in creating a new entry in calendar module. You can create entries in many other ways too. For example you can create an event (call or meeting) with a contact from the contact screen itself by clicking the left side “Add Event” Button.
If you have questions on any of the above, contact us by filling the form here (https://www.targetintegration.com/)