Calendar - Frequently Asked Questions

How to change the colour of a calendar?
1. You can select your own colour for your calendar by clicking onto the Calendar icon along the top of the menu bar and selecting the option Manage ...
Fri, 18 Jan, 2019 at 3:06 AM
Is there a cost for keeping an expired users calendar on our CRM account?
If you expire a user but still want to have their calendar within your CRM account, there is no cost to retain this calendar.   Please contact our suppo...
Wed, 8 Mar, 2017 at 12:20 AM
How can I insert the name and address of a customer from a task into the calendar?
You can enter information into a Task to then insert the task into the calendar – if you put into the Task field the details of the task such as ‘Meeting’ a...
Mon, 21 Jan, 2019 at 2:35 AM
Can I access my CRM account calendar on other devices?
You can access your CRM account calendar(s) and update them via your PC, Mac, Tablet or Smart Phone.  You can also view your calendar as a rea...
Wed, 8 Mar, 2017 at 12:25 AM
How do I change an appointment?
How do I change an appointment?   1. Click on the appointment: 2. Click on Edit Event and you can then change the what/where/when/who etc, then...
Fri, 30 Nov, 2018 at 3:08 AM
How do I delete an appointment?
How do I delete an appointment? 1. Click on the appointment and click on Delete: 2. You will see a pop-up window asking for confirmation that ...
Fri, 30 Nov, 2018 at 3:10 AM
Can I restore a calendar event that I deleted?
We can restore a calendar event if you have deleted this - please let us know the details of the event such as date/time, which calendar the event was in ...
Thu, 11 May, 2017 at 11:10 PM
How do I set up an recurring calendar event?
How do I set up a recurring appointment? 1. Click on +Create Event as shown below in red: 2. Under Repeats you can select various options suc...
Fri, 30 Nov, 2018 at 3:11 AM
How do I set up a shared calendar?
How do I set up a shared calendar? 1. If you are the owner of a calendar then you can give other people access to the calendar in the fol...
Thu, 29 Sep, 2016 at 10:46 PM
How do I request access to someone elses calendar?
How do I request access to someone elses calendar?     1. Click on the Subscribe button as shown below in red:  2. Enter the email addre...
Fri, 30 Nov, 2018 at 3:13 AM