Ciuiscrm Docs

CiuisCRM Documentation

  1. Installation
    1. FAQs
    2. License & Updates
      1. Installing Licence
      2. Uninstall License
      3. OTA Updates
  2. Settings
    1. Company Settings
    2. Financial Settings
    3. Roles
    4. Document Series
    5. Localization and Time Setting
    6. Email Settings
    7. Customization
    8. Custom Fields
    9. Security
    10. Payments Settings
    11. Cron Job
    12. Database Backup
    13. System Settings
    14. Editor
    15. Modules
  3. Master Data
    1. Customer Master
      1. Edit Customer
      2. Import/Export Customers
    2. Product Master
      1. Edit Product
      2. Import/Export Product
    3. Staff Master
      1. Edit Staff
    4. Vendor Master
      1. Edit Vendors
    5. Lead Master
      1. Online Web Leads
  4. Functions
    1. Sales functions
      1. Proposal
      2. Orders
      3. Invoices
        1. Recurring Invoice
    2. Financial Functions
      1. Accounts
      2. Expenses
        1. Recurring Expense
      3. Deposits
        1. Recurring Deposits
    3. Purchase Order
      1. Recurring Purchase Order
    4. Support Ticketing
      1. Manage Ticket Status
      2. Manage Ticket
    5. Timesheets
    6. Projects
    7. Tasks
    8. Email Templates
    9. Calender
    10. Reports
      1. Export Data
  5. Customer/Client Area
    1. Client-Invoices
    2. Client-Projects
    3. Client-Proposals
    4. Client-Quotations
    5. Client-Tickets
  6. Tax Consultant
    1. Tax Consultant Functions

4.9.How to manage calendar? #

  • The calendar can be found as shown in the main menu.

 

  • All the events are displayed on the calendar as shown. To create a new event, Click on the Add Event icon.

 

  • Enter the event details and click on Add Event.
    • Toggle the Notification toggle button, if you want a notification to be sent to you as a reminder for the event.

 

 

  • The event is now added to the calendar.

 

Create Event Type:

  • While on the create event side nav, click on the create event type icon.

 

  • Enter the details, choose an event colour and click on Add Event Type.
    • Check the Public Event checkbox to make the event type, a public event type. A public Event is visible to all staff.

Last updated on July 4, 2019
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