CRM Calendar

The CRM Calendar allows users to schedule, view, and manage events linked to CRM contacts. Events can be created, edited, and optionally synchronised with Microsoft Outlook.

Overview

The CRM Calendar provides the following functionality:

• View all CRM events in a calendar layout
• Create new events
• Edit or remove existing events
• Assign events to contacts
• Categorise events using event types
• Connect to Microsoft Outlook for calendar synchronisation

Accessing the Calendar

1. Navigate to the Admin Dashboard
2. Select CRM
3. Click on Calendar

You will be presented with a calendar view displaying all scheduled CRM events.

Microsoft Calendar Connection

Connecting Microsoft Outlook

If your Microsoft account is not connected, you will see a Connect Microsoft button in the top-right corner.

1. Click Connect Microsoft
2. Follow the Microsoft authentication process
3. Once connected, your email address will appear with a green status indicator

When connected, events can be synchronised with your Microsoft Outlook calendar.

Calendar View

The calendar displays all events using the following features:

• Monthly, weekly, and daily views
• Clickable events for quick editing
• Highlighted current day
• Scrollable views for smaller screens

Each event shows its title directly on the calendar.

Creating a New Event

1. Click the Create Event button in the top-right corner
2. The Create Event modal will open

Required Fields

Field	Description
Event Type	Select the category of the event
Event Title	Short descriptive name for the event
From	Event start date and time
To	Event end date and time

Optional Fields

Field	Description
Contact	Link the event to a CRM contact
Description	Additional notes or details

Steps

1. Select an Event Type
2. (Optional) Select a Contact
3. Enter an Event Title
4. Choose From and To dates and times
5. Add an Event Description if required
6. Click Submit

If the form is valid, the event will be saved and displayed on the calendar.

Editing an Existing Event

1. Click on an event in the calendar
2. The Edit Event modal will open
3. Update any of the event details
4. Click Submit to save changes

Removing an Event

1. Open an existing event
2. Click the Remove button
3. Confirm the action

The event will be permanently deleted from the calendar.

Validation Rules

The following validation rules apply:

• Event Title is required
• Start date cannot be after the end date
• End date cannot be before the start date

If validation fails, an error message will be displayed.

Event Types

Event types are centrally managed and allow events to be categorised (e.g. Meeting, Call, Follow-up).

These are loaded automatically when the calendar page opens.

Contact Linking

Events can be linked to CRM contacts:

• Contacts are searchable
• Displayed using first and last name
• Optional but recommended for tracking customer interactions

Tips & Best Practices

• Always select the correct Event Type for reporting consistency
• Link events to contacts where possible
• Ensure Microsoft is connected if Outlook synchronisation is required
• Use clear and descriptive event titles