A typical day of a sales person includes managing, tracking and following up activities that are scheduled to be done on present day. You can do all that with one single Calendar application in simply CRM.

What do I see in Calendar Module?

You can see a list of activities that are scheduled by you, and shared with you.

1. Events
2. To Dos
3. Opportunities (Expected close date)
4. Support End Date (Contact’s support end date)
5. Date of Birth (Contact’s date of birth)
6. Invoice (Invoice due date)

What are default views in Calendar Module?

You can see activities in three different views.

1. Month (Activities scheduled on current month)
2. Week (Activities scheduled on current week)
3. Day (Activities scheduled on current day)

How do I create new Activities?

In addition to the auto-populated activities, you can also create new activities in Simply CRM

1. Click Calendar tab
2. Click Add To Do button to create a task/ To Do
3. Click Add Event button to create an event.
4. Fill the details.
5. Click Save

Working with Calendar module

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It’s easy to schedule, invite, share, and Organize your events with the help of Calendar module in simply CRM.

Hi, I am Shareef. I am a sales rep in ABC company. I undertake web conferencing with our customers on 1st day of every month.

To schedule an event, I will

1. Click on Calendar tab
2. Click Add Event button.
3. Enter Subject, Start Date and Time, End Date and Time, Status and other details.

Reminder

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I deal with thousands of business operations every day. I will set up a Reminder so that I will not get lost in too many activities.

To set up a Reminder, I will

1. Click on check-box next to Send Reminder in ‘Reminder Details’ block
2. I want the system to remind me 1 hour and 15 minutes before the commencement of the event.

I will select 0 Days 1 Hour 15 Minutes

This will send me an email reminder one hour 15 minutes before the commencement of the event

Repeat

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I plan to organize web conferencing every month until a period of time in future. So, I would like to enable Repeat.

To enable Repeat, I will

1. Click on check-box next to Repeat in ‘Recurrence Details’ block
2. I undertake web conferencing once in every month until 2015

I will select Repeat once in every 1 Month Until 01-01-2015

3. I will continue providing the web conference on day basis ie., on 1st day of every month

I will select the radio button, and enter on 1 day of every month

Feature to edit recurring events whenever you make changes to the Calendar records

Whenever you make a change to the events which have a repeat condition, the CRM will give you the following options while saving the record:

Only this Event: Changes made will affect only the current event.

Following Events: Changes will be made to all the following events after the current event.

For example, consider you have an event repeating for 10 days. If you are editing the 4th-day event, then the changes made will be applied to all the events from the 4th day until the 10th day. The 1st, 2nd, and the 3rd-day event will remain unchanged.

All Events: Any changes made to the event you are editing will also affect all the repeated events in the same series.

For example, if you change the Status from Planned to Held, only the Status of all repeated events in the same series will be changed. Other field values in the repeated events will remain unaffected.

Relate

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I am addressing a targeted list of Contacts as a part of Web conferencing. I will populate those contacts into my event so that I can view complete list of activities scheduled on them at later stages.

To relate the event with other Contacts, I will

1. Click search icon within Contact Name field
2. Choose from existing Contact records and click Select

Invite

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I also want one of my teammates to be a part of web conference. I will send invite and automatically an email notification will be sent to her.

To invite users, I will

1. Click on text space provided next to Invite Users field within ‘Invite’ block
2. Select from list of available users

I will click Save. I am done. This is so simple!

Calendar Settings

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I wish I could configure my Calendar like the way I wanted it to be. I follow few simple steps to set up Calendar to match my preferences.

To configure Calendar settings, I will

1. Click on Calendar Settings icon on top right of Calendar home page

Once an event reminder popup shows up on my screen, I want it to display again only within 5 minutes after I close it.

I get back to work on Mondays after drowsy weekends. I want my calendar to begin from Mondays, too.

My job is to follow up events that are scheduled to be done on the present day. I will make Today as my Default Activity view.

I will select the traditional date format that is widely accepted in my Country.

I am supposed to be at my office by 8 AM. So, my day starts at 8 AM.

Our company is located in India. So, I will select Indian time zone here.

Events like Meetings, Web Conferences etc consume much time, say 30 minutes. I will end up Calls within 5 minutes. I can configure default event duration in Settings, so that I’ll need not have to set up End Date and Time while creating events.

I can share my calendar with all other users in our company, share with only selected users, or completely hide all events from viewing by other users.

Different options that are available to share my calendar

1. Private: No one can view my events
2. Public: Every one can view my events.
3. Selected Users: Only selected users can view my calendar

Here’s my shared calendar page. The events shared by all other users in my Simply CRM account are displayed in here. We stay connected on one single page.

2. I click Save.

Creating Custom Event Type

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Event types such as Call and Meeting are provided by default along with Simply CRM package. You can create custom event types to schedule events that meet your organization’s or personal requirements. For instance, Meetups, Hangouts, etc

Follow few simple steps to create custom event types

1. Click gear icon in the top right
2. Click CRM Settings
3. Click ‘Studio’ drop-down in the left
4. Click Picklist Editor. You can click on pin icon next to it to add a shortcut to your settings home page
5. Select Events from Select Module dropdown
6. Select Activity Type from Select Picklist in Calendar dropdown
7. Available values in Activity Type field are displayed under All Values tab
8. Click Add Value button on the right to add a custom event type

9. Provide a label to your custom event, select desired roles and click Save

10. After save, your custom event type will be available for selection in Activity Type field in create or edit view of events