Xcitium Platform

• Introduction To CRM
  • Login To CRM
• The CRM Admin Console
  • View And Manage The Home Console
  • Configure Your Preferences
  • Use Search Option And Filter Option In CRM
• Marketing And Sales
  • Manage Marketing Campaigns
    • Add Campaign Records
    • Track Campaigns
    • Associate Records From Other Modules To A Campaign
    • Mass Management Of Campaigns
  • Leads
    • Create New Leads
    • Manage Leads
    • Associate Other Records With A Lead
    • Mass Management Of Leads
  • Organizations
    • Add A New Organization
    • Manage Organizations
    • Associate Records From Other Modules To An Organization
    • Mass Management Of Organizations
  • Contacts
    • Add A New Contact
    • Manage Contacts
    • Associate Records From Other Modules To A Contact
    • Mass Management Of Contacts
  • Opportunities
    • Add An Opportunity
    • Manage Opportunities
    • Associate Other Records With An Opportunity
    • Mass Management Of Opportunities
  • Quotes
    • Create Quotes
    • Manage Quotes
    • Associate Records From Other Modules To A Quote
    • Mass Management Of Quotes
  • Invoices
    • Create An Invoice
    • Manage Invoices
    • Associate Asset Records To An Invoice
    • Mass Management Of Invoices
  • Sales Orders
    • Add A Sales Order
    • Manage Sales Orders
    • Associate Records From Other Modules To A Sales Order
    • Mass Management Of Sales Orders
  • Import And Export Records
  • Emails
• Inventory
  • Assets
    • Create An Asset Record
    • Manage Assets
    • Mass Management Of Assets
  • Products
    • Add A Product
    • Manage Products
    • Associate Records From Other Modules To A Products
    • Mass Management Of Products
  • Services
    • Add Services
    • Manage Services
    • Associate Records From Other Modules To Service
    • Mass Management Of Services
  • Price Books
    • Add Price Books
    • Manage Price Books
    • Mass Management Of Price Books
  • Vendors
    • Add A Vendor
    • Manage Vendors
    • Associate Records From Other Modules To Vendors
    • Mass Management Of Vendors
  • Purchase Orders
    • Add A Purchase Order
    • Manage Purchase Orders
• Tools
  • Email Templates
  • Add Website Bookmarks
  • View And Manage Calendars
    • Manage Shared Calendar
    • Update And Manage Calendar Entries
    • Manage Calendar Settings
  • Recycle Bin
• Analytics
  • Generate A Report
  • Manage Reports
• Configure CRM Settings
  • Configure The Picklist Editor
  • Manage Company Details
  • Configure Miscellaneous Settings
    • Outgoing Email Server Settings
    • Edit Terms And Conditions
    • Manage Currencies
    • Manage Tax Calculations
• Custom Views
• About Comodo Security Solutions

Manage Calendar Settings

The settings area lets you customize your calendar according to your preferences.

• Click the gear icon at top-right to open calendar settings:

• Starting Day of the week – Choose which day should be shown in column 1 of the calendar. In most cases this should be left at 'Sunday'

• Day starts at – Time when your working day starts

• Date Format – Choose the date notation

• Calendar Hour Format – Choose whether appointment times are shown in 12 hour or 24 hour format

• Time Zone – Specify the time-zone used in the calendar

• Default Activity View – Choose the default calendar view is displayed

• Popup Reminder Interval – Set the reminder interval before and after commencement of an event. If the events happen to occur continuously, repeated reminders can be set till the due date. There are two types of reminders will be sent from Customer Relationship Management (CRM) before the event commencement:

• Email notification will be sent to the owner of the event at the scheduled time

• A popup message will be appeared on your CRM at the scheduled time. You can schedule the appearance of popup from 'Reminder Interval' field in My Preferences page.

• Default Status & Type – Choose the status and activities type

• Default Event Duration - Select default event duration.

• Available Call are: 5 minutes, 10 minutes, 30 minutes, 60 minutes, 120 minutes.

• Available other Events: 5 minutes, 10 minutes, 30 minutes, 60 minutes, 120 minutes.

• Hide Completed Calendar Events – If selected, tasks will be removed from the calendar when finished.

• Calendar Sharing – Define who will see the calendar information. Share with only selected users, or completely hide all events from viewing by other users. 

• Private: No one can view your events

• Public: Everyone can view your events 

• Selected Users: Only selected users can view your calendar

• Click 'Save' to add your activity to the Calendar

• Click 'Go to full form' to open details form of the 'Event/To Do' form

You can also configure calendar settings from 'My Preferences' interface.