calender management in centrahubcrm

Calendar

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field-description

Fields Description for a New Task

  • 1. Task details:
Subject

Enter the subject of the task.

Status

Select the status of the task from the drop-down list.

Assign To

From the drop-down list, Select to whom the task is assigned.

Related To

Select module for which task is related.

Contact Name

Enter the contact of the person.

Due date

Select the due date of task to be completed.

Priority

Define the priority of task from the drop-down list whether it is low, high or medium.

Email Notification

To send an email notification of a task. Select the check box of send email notification.

Email Template

Select email template from the drop-down list for email notification.

2.Additional information:

Enter the additional information related to the task( phone no. and email of the contact)

3.Reminder:

Set a reminder to your task for notifying beforehand.

  • 4. Click on the Save and Task is created.

Note: Similar way you can create an appointment, activity, plan or meeting.

In the calendar home page, you can view all appointments, tasks, activities, plans, requests, meetings, and events .

detailed information of calender in centrahubcrm
1. Day

To view activities on the day wise.

2. Week

Activities are shown by the week.

3. Month

To view activities schedule in the month.

4. 4-Days

Activities scheduled in 4-Days.

5. List

The List view of activities.

6. View Calendar

From the drop-down list select the activities and click on GO. You can view the calendar page of the selected activity.

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