How do I add an event to the calendar?

You will have put an event on the shared calendar.

Before you start

You need the calendar-write permission.

Steps

1. Open CRM → Calendar and choose the day, or press the add button.
2. Enter the title and, if useful, a description and location.
3. Set the start and end, or tick all-day.
4. Pick a contact and a colleague if the event concerns them.
5. Save. The status starts as scheduled.

What you will see

The event appears on its day in the month or week view. Mark it completed or cancelled from its status later.

If something goes wrong

• Task deadlines and booking appointments are not on this calendar.
• A multi-day event shows only on its first day.
• There are no repeats, reminders or attendee lists, and everyone with calendar access sees every event.
• A cancelled event stays on the calendar in red. Delete moves it to the Trash.