Calendar Configurations

CALENDAR🡪 SETTINGS → CONFIGURATIONS

The Calendar Settings screen allows you to configure various aspects of your calendar to tailor it to your needs. 

Below are the detailed descriptions of each setting available on this screen:

General Settings tab

• Calendar Events Limit (Month and Week View)

  • Set the maximum number of events to be displayed in the month and week views of the calendar.

• Default View

  • Choose the default view mode for the calendar when it is first opened.

  • Options

    • Month

    • Week 

    • Day

    • Agenda Week 

    • Agenda Day

• First Day

  • Select the first day of the week for the calendar.

  • Options

    • Sunday to Monday

• Show on Calendar

  • These settings control which reminders and events are displayed on the calendar:

• Hide Notified Reminders from Calendar

  • Choose whether to hide reminders that have already been notified.

• Lead Reminders

  • Choose whether to display lead reminders on the calendar.

• Customer Reminders

  • Choose whether to display customer reminders on the calendar.

• Estimate Reminders

  • Choose whether to display estimate reminders on the calendar.

• Invoice Reminders

  • Choose whether to display invoice reminders on the calendar.

• Proposal Reminders

  • Choose whether to display proposal reminders on the calendar.

• Expense Reminders

  • Choose whether to display expense reminders on the calendar.

• Task Reminders

  • Choose whether to display task reminders on the calendar.

• Ticket Reminders

  • Choose whether to display ticket reminders on the calendar.

• Invoices

  • Choose whether to display invoices on the calendar.

• Estimates

  • Choose whether to display estimates on the calendar.

• Proposals

  • Choose whether to display proposals on the calendar.

• Contracts

  • Choose whether to display contracts on the calendar.

• Tasks

  • Choose whether to display tasks on the calendar.

• Show Only Tasks Assigned to the Logged In Staff Member

  • Choose whether to display only the tasks assigned to the logged-in staff member.

• Projects

  • Choose whether to display projects on the calendar.

Figure 1 General Settings

Styling Tab

The Styling tab allows you to customize the colors used for different types of calendar events and reminders. This helps in visually distinguishing between various categories of events at a glance. 

Below are the settings available on this tab:

• Invoice Color

  • Set the color used for displaying invoices on the calendar.

• Estimate Color

  • Set the color used for displaying estimates on the calendar.

• Proposal Color

  • Set the color used for displaying proposals on the calendar.

• Reminder Color

  • Set the color used for displaying reminders on the calendar.

• Contract Color

  • Set the color used for displaying contracts on the calendar.

• Project Color

  • Set the color used for displaying projects on the calendar.

Each color setting allows you to enter a HEX color code, or use the color picker to select a color visually. This customization ensures that you can set up your calendar to match your preferences or organizational color schemes.

Figure 2 Styling