Calendar View in Calendar Pro

Overview

The Calendar View in Calendar Pro provides a seamless way to visualize and manage events and follow-ups. This functionality offers an intuitive calendar interface to track events, resolve scheduling conflicts, and ensure efficient event management. Users can view events for a day, week, or month, navigate between dates effortlessly, and apply advanced or Quick filters to personalize their view.

Pre-Requisites

1. Calendar Pro Permissions

How to Access the Calendar View Functionality

Step 1: Navigate to the Calendar View

1. Log in to your account, navigate to the Calendar Pro Events page, and click on the calendar icon on the right to switch to the Calendar View.
2. By default, the calendar opens on the current date view.

Step 2: Change the Date or View

• Switch Date: Use the arrow icons beside the date to navigate to previous or future dates.
• Change View: Select the "Day," "Week," or "Month" tabs to customize your view as needed.
• Pick a Specific Date: Click the calendar icon to jump directly to a desired date.

Step 3: Identify Event Statuses

The calendar displays events using color-coded blocks to indicate their occupied status. This helps users quickly identify available slots and potential conflicts.

Step 4: View and Manage Events

• Click on any event in the calendar to open a pop-up with detailed information such as:
  • Subject
  • Event Status
  • Lead Name
  • Start and End Dates
• The pop-up also includes action buttons like View Event, Edit Event, Mark as Complete, Cancel Event, or Delete.

Step 5: Utilize Filters

• Use quick and advanced filters to narrow down events based on specific criteria.
• Filter by users if you have permission to view other users’ events.

Step 6: Monitor Event Status Summary

• On the top right, view counts for "Upcoming," "Overdue," and "Completed" events for the selected time frame.

Benefits of the Calendar View

1. Improved management of Events/Follow-ups: Visualize your schedule and prevent overlaps with color-coded event blocks.
2. Enhanced Efficiency: Quickly view, edit, or manage events without switching pages.
3. Customizable Filters: Use advanced or Quick filters to focus on specific events or users, streamlining workflows.
4. Real-Time Status Monitoring: Easily track event progress with "Upcoming," "Overdue," and "Completed" counts.
5. User-Friendly Interface: Navigate between dates, views, and events with intuitive controls.

FAQs

1. Can I view events for other users?
   
   • Yes, if you have the necessary permissions. By default, the calendar shows your events, but you can filter by other users if allowed.
     
     
2. How do I resolve scheduling conflicts?
   
   • Conflicts are highlighted with overlapping event blocks if it’s allowed. Adjust event timings accordingly by editing the event directly from the pop-up.
     
     
3. What details can I edit in an event?
   
   • You can update the event subject, status, start and end dates, and related details by clicking the "Edit Event" button in the pop-up.

The Calendar View in Calendar Pro ensures a structured and user-friendly way to manage your events and follow-ups, helping you stay on top of your schedules effortlessly.