Skip to main content

Calendar Module

Calendar Dashboard​

Open Calendar pageOpen Calendar page

The Calendar Dashboard provides a consolidated monthly view of all events. You can switch between Month, Week, and Day views using the tabs located at the top-right corner of the calendar.

Key Actions​

  1. Navigate Between Dates – Use the left/right arrow buttons to move to previous or next periods.
  2. Jump to Today – Click This Month (or Today in Day view) to return to the current date.
  3. Filter by User/Calendar/Group – Switch tabs under the calendar header to filter events.
  4. Search Events – Use the search bar to quickly locate events.

Creating a New Event​

Open Calendar pageOpen Calendar page
  1. Click the Add Event button located at the top-right of the Calendar page.

Add Event Modal​

Open Calendar pageOpen Calendar page
FieldDescription
CalendarSelect the calendar the event belongs to.
TitleProvide a meaningful title for the event.
TimezoneChoose between the calendar default timezone or specify a custom one.
Description(Optional) Add detailed notes for the event.
ContactAssociate a contact with the event.
StatusMark the event status (e.g., Unconfirmed, Confirmed).

Steps​

  1. Fill in the required fields denoted by an asterisk (*).
  2. Click Add Event to save or Cancel to discard changes.

Viewing & Managing Events​

Open Calendar pageOpen Calendar page

• Click on an event to open its detail view where you can edit or delete the entry.

• Drag & Drop events within the calendar grid to reschedule quickly.

Tips & Tricks​

  • Use the search bar to filter events by title or description.
  • Combine user, calendar, and group filters for granular control of visible events.
  • Toggle between light and dark mode via the theme switcher in the top navigation.

© 2025 Franmantra CRM Documentation