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.

 

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.

 

Default Regarding:

 

You can set default ‘Lookup Record’ entity.

 

Contact Calendar:

 

You can select entities related to the contact you want to include in the calendar. Entities related to contact are Leads, Opportunities, Case, Quote, Sales Order, Invoice.

 

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

 

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.

 

Activity View Redirection:

 

You can select the activity view redirection to view the activity details. You can decide where to navigate to check the activity details either in the Popup View or in the CRM View.


‘Popup View’ will display the activity details in the popup while the ‘CRM View’ will display the CRM form details.

 

Set Activity Visibility:

 

If you have enabled this option, you can visualize the activities into the calendar that are set as required.

 

Overdue Activities:

 

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

 

Note: The entities that are added from the setup page will be available in the calendar for users to select from.

Default Weekend:

 

You will get the Default options for the weekend in the calendar.

 

Enable User Configuration:

 

Enable this feature to apply the user level setup (Logged In Account) to the calendar. 

 

Note: If this feature is not enabled, then the global level set up will be applied to the calendar.

 

After configuring the “Calendar Settings”, click on the Save button to apply the changes to the activity calendars.

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