{"id":7288,"date":"2022-05-24T11:35:00","date_gmt":"2022-05-24T09:35:00","guid":{"rendered":"https:\/\/elegant-margulis.82-165-125-94.plesk.page\/getting-started\/using-the-calendar\/"},"modified":"2023-10-29T10:17:11","modified_gmt":"2023-10-29T09:17:11","slug":"using-the-calendar","status":"publish","type":"post","link":"https:\/\/help.kavkom.com\/en\/crm-en\/using-the-calendar\/","title":{"rendered":"Using the calendar"},"content":{"rendered":"\n

Kavkom CRM includes a calendar to help you get organized.<\/p>\n\n\n\n

To access it, click on the CRM icon, then on “calendar”.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Calendar presentation<\/h2>\n\n\n\n
\"\"<\/a><\/figure>\n\n\n\n
    \n
  1. Create a new event<\/li>\n\n\n\n
  2. Display side panel with filters (by user group, by user or by event type)<\/li>\n\n\n\n
  3. Navigation<\/li>\n\n\n\n
  4. Modify view<\/li>\n\n\n\n
  5. Click on an event to display a summary of the event, consult the record or call the prospect in one click and edit.<\/li>\n<\/ol>\n\n\n\n

    Add an event<\/h2>\n\n\n\n

    You can add an event from the calendar or from a prospect record.<\/p>\n\n\n\n

    Add an event from the calendar<\/h3>\n\n\n\n

    Clicking on “Create event” opens a window.<\/p>\n\n\n\n

    \"\"<\/a><\/figure>\n\n\n\n
      \n
    1. Event details<\/strong> (visible in the event summary) :\r\n– title\r\n– event type (Call, Task or Appointment)\r\n– assigned prospect\r\n– event date\r\n– start and end times\r\n– assigned user\r\n– description<\/li>\n\n\n\n
    2. Notification details<\/strong>\r\nYou can send a notification automatically before the event.\r\nTo do this, enter the recipient’s email address and the time before the event that the notification will be sent.<\/li>\n<\/ol>\n\n\n\n

      Adding an event from a prospect file<\/h3>\n\n\n\n

      You can create an event from a prospect record by clicking on “Create event. <\/p>\n\n\n\n

      \"\"<\/a><\/figure>\n\n\n\n

      You are then redirected to the calendar, and simply click on “create event” with the prospect automatically assigned.<\/p>\n","protected":false},"excerpt":{"rendered":"

      Kavkom CRM includes a calendar to help you get organized. To access it, click on the CRM icon, then on “calendar”. Calendar presentation Add an event You can add an event from the calendar or from a prospect record. Add an event from the calendar Clicking on “Create event” opens a window. Adding an event […]<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","footnotes":""},"categories":[97],"tags":[],"class_list":["post-7288","post","type-post","status-publish","format-standard","hentry","category-crm-en"],"_links":{"self":[{"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/posts\/7288","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/comments?post=7288"}],"version-history":[{"count":3,"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/posts\/7288\/revisions"}],"predecessor-version":[{"id":7387,"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/posts\/7288\/revisions\/7387"}],"wp:attachment":[{"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/media?parent=7288"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/categories?post=7288"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/tags?post=7288"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}