Create an event
In the left menu, go to CRM → Calendar.
The weekly calendar will open (you can switch between: day / week / month / list).
On the left side, you can enable or disable individual calendars:
Default
Customers
Deals
Leads
Orders
Projects
How to add a new activity:
Go to CRM → Customers
Click the transparent button
An event form will open where you fill in:
- Subject – activity title (e.g., “Meeting”).
- Activity type – type of activity (meeting, call, task).
- Start / End – start and end date/time.
- Meeting minutes (link) – link to notes or documents.
- Completed – toggle when the activity is finished.
Click Add to save the event.
How to manage existing activities:
Click on an activity in the calendar to open its details.
Here you can edit the information or delete the activity.
Tips
Use color-coded calendars – you’ll instantly know whether it’s a customer, project, or deal.
Use list view for a quick overview of all events.
By linking with Customers or Deals, you always have full context in one place.
Common mistakes
Event not showing: Check if the correct calendar is enabled in the left panel.
Incorrect time zone: At first setup, verify your timezone, otherwise events may shift.
Unmarked “Completed”: If you finish an activity but don’t mark it, it will still appear unfinished.
Summary
| Topic | Summary |
|---|---|
| Add a new activity | Go to CRM -> Calendar and click + Add activity. |
| Required fields | Subject, Activity type, Start / End, Meeting minutes, Completed. |
| Managing Activities | Every activity can be edited or deleted anytime. |
| Smart Calendar Navigation | Calendar colors make navigation quick and easy. |