You will have the Entity Calendar to get the entity-specific activity records in the calendar.
Configure the default view of the Entity calendar under the ‘Views’ section. By configuring the individual setups/options, you can define the view of the Entity Calendar.
You can configure the following settings:
Calendar View: You can set any of the Default Calendar View of the calendar from the following:
> Gantt View > Top Down View > Timeline View > Agenda View
Time Scale View: You can set the default Time Scale View of the calendar from the following:
> Day > Week > Month
Number of Days: Select the number of days in which you would like to view the calendar from the Day Span View.
Title Format: Select the format to display on Calendar. The format that you select here will be displayed when you select Day, Day Span, and Week view for Calendar.
Time Format: Select the time format to display on Calendar. Select 12 Hour Format or 24 Hour Format.
Slot Duration: Select the slot durations for “Top-Down view”: 15, 30, 45, and 60 Minutes.
Minimum/Maximum Duration: You can set the minimum/maximum time for the Calendar Time block in the Day / Week view. You can define the duration of availability or the Working Timings default.
By default, for Minimum value is 00:00 and the Maximum value is 24:00. You can insert the availability hours of the day here.
Default Weekend: You will get the Default options for the weekend in the calendar.
Quick Create Form: You can enable this option to create an activity by navigating the CRM Backend page (CRM From view). You will need to select the activity first and for inserting the details, the CRM Form view will open.
Upcoming Events Duration: You can select the default time span for the upcoming events to be shown in the calendar. You can select any of the default views for ‘Upcoming Events’ from the Day, Week, or Month.
After configuring the “Views”, click on the Save button to apply the changes to the activity calendars.
You can now set up your map to Auto Refresh, without refreshing it manually. Navigate to the Auto Refresh section and configure the following details.
Auto Refresh: Enable this option to refresh the resource and customer calendars.
Minutes: Set the number of minutes you want to auto refresh the calendar.
Configure Entity For Calendar
After configuring the Views of the Entity Calendar, by scrolling down, you will get the Configure Entity for Calendar section.
Under this section, you can configure the CRM Entities to display on the calendar of Calendar 365. You need to configure the attributes and details of the entity to display on the calendar.
If the entity is already created, you will get on the list. By clicking on the + Create button, you can create a new entity calendar by selecting any CRM entity that you want to display.
As you click on the + Create button, you will get the attributes & fields to configure the calendar display.
You need to select the required attributes and fields as you want to show and display the calendar of the entity.
Entity: Select the CRM Entity to create an Entity calendar for that. You will get the Entity’s drop-down list.
As you select the entity from the list, the default attributes & fields will be selected based on which Entity is selected.
Entity Calendar Name: Insert the relevant Calendar name to identify.
Default Color: You can select the entity color to identify on the calendar. Choose the relevant color for the entity from the Color Picker tool.
Overwrite Color By: You can select Overwrite Color as By Status & By Priority. If you want to select the color as per the “activity status”, you can select the color for Open, Completed, and Canceled status.
Overwrite Color With: You can select Fields of the Entity to display the entity as per the Field’s values in a different color.
Ex. If you have selected the field “Rating” of the entity, you can select the color for its Fields Hot, Warm, and Cold.
You will get the individual color picker tool to choose the color for the specific Field’s value.
Tooltip Attribute: Select the tooltip attributes from the dropdown list of the attributes. The selected attributes will be displayed in the tooltip that appears on hovering any entity records in the calendar. Check the boxes besides attributes that you wish to include.
Details Attribute: Select the details attribute from the dropdown list of the attributes. The selected attributes will be displayed in entity record details that appear on clicking the records in the calendar. Check the boxes besides attributes that you wish to include.
You can select a maximum of 10 attributes and a minimum of one attribute for both. If exceeded, it will show a validation message stating to select at least one attribute.
Title Attribute: You can select the title attribute to be displayed as the title of entity records in the calendar.
The ‘Title Attribute’ comes with the default selection of the Name attribute. You can select only one attribute from the list of different attributes.
Start Date: View the entity records on the calendar based on the selection of its action. Select the action for the Start Date. i.e., Created On
End Date: View the entity records on the calendar based on the selection of its action. Select the action for the End Date. i.e., Actual Close Date
Form Attribute: Select the form attributes which you want to include in the form. You can select maximum of 10 attributes.
Filter By: Select an attribute to filter the entity records as per which attribute. i.e., Account
Search by Attribute: Select the attributes to search the entity records by inserting the text in the entity calendar. You can select maximum of 10 attributes and a minimum of one attribute for both.
Share Calendar: While creating the entity with attribute configuration, at that time you can decide whether you want to share with everyone or need to share with the specific CRM users/teams.
If you enable the Public, it will be shared with everyone. But if you enable the Private, you need to select the CRM users/teams from the dropdown list.
Once the attributes & required fields are selected for the Entity calendar, click on the Save button.
You will get the alert message that the entity for the calendar is added and that the Entity to display in the calendar will be listed.