Calendar Management
The Calendar module provides a unified view of all scheduled activities across the system. It pulls together events from multiple sources so nothing gets missed, and allows users to filter the view by activity type for a focused, clutter-free experience.
View and manage all scheduled activities through the Manage Calendar page.
- Use the arrow buttons to navigate forward or backward between periods.
- Click the Today button to return to the current date instantly.
- Toggle between Month, Week, and Day views using the buttons at the top right.
- Use the filter dropdown (default: All) to narrow the calendar to a specific activity type.
26.1 Activity types available in the filter:
- Sales Invoice
- Purchase Invoice
- Event
- Holiday
- Leave
- Deal Task
- Lead Task
- Contract End
- Project Due Task
- Zoom Meeting
- Interview Schedule