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Frequently Asked Questions

  1. How can I add a new event to the calendar?

    To add a new event to the calendar, click on the appropriate day in the calendar, then select the type of event from the available options, such as a meeting, task, phone call, or project visit. Next, fill out the form by providing the date, time, and additional details about the event.

  2. Can I copy events in the calendar?

    Yes, you can copy events in the calendar using the “Copy” button, which is available in the event preview.

  3. Is it possible to move events on the calendar?

    Yes, you can move events on the calendar using the “drag and drop” method without the need to open their edit. More about moving events on the calendar can be found here.

  4. How can I delete an event from the calendar?

    There are three ways to delete entries from the calendar. The first way is to click on the “Trash” button above the calendar, select the event to delete, and then confirm the operation. The second is to drag the event over the trash button and drop it. The third way is to select the entry to delete on the calendar and click the “Delete” button in its preview.

  5. Can I import external calendars into the system?

    Yes, the system allows for importing external calendars in iCalendar (ICS) format. To do this, use the option visible in the calendar view settings named “Import iCalendar (ICS) calendars” and provide the appropriate URL of the calendar to import.

  6. Is there an option to export the calendar from the system?

    It is possible to export the calendar to an external application by sharing the calendar URL link, which is located in the “Calendar URL” field of the calendar view settings.

  7. What is the recurrence of events and is it worth using this feature?

    The recurrence of events defines the time interval and frequency of the event. The time interval is the amount of time between subsequent entries, and the recurrence determines the pattern in which they are to appear on the schedule. The function of entering recurring events can be helpful in many situations. Here are a few examples:

  • Regular meetings or conferences: If your company organizes regular meetings with clients or internal conferences, you can set the recurrence of these events to avoid the need to manually add them to the calendar each time.

  • Daily tasks: If routine tasks take a certain amount of time that you need to perform every day or every few days, you can set up a recurring meeting for yourself to regularly remind you about them.

  • Periodic tasks: Some tasks may only be performed periodically, for example, every few weeks or months. In such cases, the recurrence of event entries can help in planning and organizing these tasks at appropriate intervals.

  1. How do I add a new company to the system?

    Go to the “CRM -> Companies” section in the menu and click the “New” button. Then fill out the form, the detailed meaning of the fields can be found here.

  2. How can I identify employees on the “Contacts” list?

    Simply use the filter option available above the records where you mark “Employees” on the list.

  3. How can I add a note or attach a file to a selected meeting?

    To add a note or attach a file to a selected meeting, go to the “Attached” tab in the meeting record. Then select the “Notes and files” option and click the “New” button. Fill in and save the displayed form, the meaning of the fields has been described here.

  4. How to change the status of a phone call in the system?

    The quickest way to change the status of a phone call is to click on the name of the current status. The system will redirect the user to a form where changes must be made and saved.

  5. How to add several employees from the list to one meeting?

    When creating a meeting record, in the field named “Employees” click the cursor successively on the selected people. They will be moved to the right side of the table which means that after saving the form they will receive an entry about the meeting in their calendar.

  6. What is the purpose of event continuation and how to use it?

    The continuation of a telephone conversation is a good example illustrating how a conversation is to be continued after some time (e.g., familiarizing oneself with an offer) or may be transferred to another person with whom it will have to be conducted (e.g., this applies to situations when the selected contact is not sufficiently decisive and negotiations have to be conducted, for example, with a supervisor).