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Calendar

  • 115views
  • February 6, 2024

Calendar

The Calendar is a Tool which helps you to create, share and keep track of events in your BizCentric account.

You can have a Day, Week or Month view in a calendar.

To access calendar, go to:

Home > Tools > Calendar

1. Creating Events in Calendar

  1. Go to Calendar and click on New.
  2. Enter the Subject and the Start Date of the event.
  3. Save.

 

Alternatively, you have the option to generate an event directly from the ‘Day View’ of the Calendar. This view is segmented into various time slots throughout the day. Simply choose the slot corresponding to the event’s start time, input the event’s subject, and extend the event by dragging its handle to the end time.

1.1. Event Based on a Lead

Within the Lead form, you’ll encounter fields labeled “Next Contact by” and “Next Contact Date.” When you designate both the date and the user in these fields, an event is automatically generated for the user at the specified date and time.

1.2. Event Based on Job Cards

For every Job Card that gets created for a User in the BizCentric account, a corresponding event will be created in the Calendar.

1.3. Birthday Event

Birthday Event is created based on Date of Birth specified in the Employee master.

1.4. Recurring Events

Within an organization, numerous events recur regularly at fixed intervals. In BizCentric, you can establish such events by activating the ‘Repeat this Event’ feature for the specific event.

Upon enabling this feature, you’ll be prompted to specify the frequency of the event recurrence under ‘Repeat On’. This can range from daily, monthly, weekly, to yearly.

Additionally, you can indicate the end date of the recurring series in the ‘Repeat Till’ field. If the repetitions are indefinite, you have the option to leave this field blank.

1.5. Event Reminders

There are two ways you can receive email reminder for an event.

  1. Enable Reminder in EventIn the Event master, checking “Send an email reminder in the morning” will trigger a notification email to all the participants for this event.
  2. Create Email DigestTo get email reminders for event, you should set Email Digest for Calendar Events.Email Digest can be set from:

    Setup > Email > Email Digest