Views Configuration

Configure the default view of the calendar under the ‘Views’ By configuring the individual setups/options, you can define the view of the Calendar.

 

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 Working Timings default.

 

By default, for Minimum value is 00:00 and Maximum value is 24:00 . You can insert the availability hours of the day here.

 

 

Default Regarding:

 

You can set default ‘Lookup Record’ entity.

 

 

Shared Calendar:

 

If you want to share calendar to another Admin User, select ‘Yes’.

 

 

Overdue Activities:

 

By selecting ‘Yes’, the expired activities will be highlighted with ‘red’ alert

 

 

Contact Calendar:

 

You can select entities related to contact you want to include in calendar.

 

Entities related to contact are Leads, Opportunity, Case, Quote, Sales Order, Invoice.

 

 

Account Calendar:

 

You can select entities related to account that you want to include in calendar.

 

Entities related to account are Leads, Opportunity, Case, Quote, Sales Order, Invoice.

 

Note: The entities those are added from set up page will be available in the calendar for user to select from.

 

 

Default Weekend:

 

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