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The Calendar is a tool where you can create and share Events and also see auto-generated events from the system.
You can access Calendar from
Explore > Tools > Calendar
###Creating new Event
####Creating Event Manually
To create event manually, you should first select the Calender View (Day, Month, Year). If Event's start and end time will be within one day, then select Week or Day view.
Select the Time from for the Event via drag and drop.
Based on the selection of time slot, Start Time and End Time will be updated in the Event master.
####Subject
Enter Subject for the Event.
####Event Type
Event Type can be Public or Private. Public Events will be visible to all the Users.
###Event Based on Lead
In the Lead form, you will find a field called Next Contact By and Next Contact Date. Event will be auto created for date and person specified in this field.
###Birthday Events
Birthday Events are auto-created based on Date of Birth of the Employee.
###Recurring Events
You can set events as recurring in specific interval by Checking the "Repeat This Event".
###Permission for Event
You can set Event as Private or Public. Private Events will be visible only to you, and if any other user selected in the participants table. Instead of User, you can also assign permission for event based on Role.
Public Event, like Birthday will be visible to all.
###Event Reminders
There are two ways you can receive email reminder for an event.
####Enable Reminder in Event
In the Event master, checking "Send an email reminder in the morning" will trigger notification email to all the participants for this event.
###Calendar Views
Calendar view is available for the documents like Sales Order, Production Order, Holiday List, Leave Application etc. Based on the posting date of the document, it's link will be visible in the Calendar.
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