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Amman, Jordan[email protected]+962 795 900 124
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Client loginالعربية Amman, Jordan[email protected]+962 795 900 124

Getting started

Calendar events

The company calendar shows meetings and dates on one page: your own events, and the due dates of tasks, sprints, projects, reminders, invoices and contracts. Put a meeting, a visit or a deadline on it, privately, for everyone, or shared with a customer.

Where

System › Utilities › Calendar

Who

Everyone. A customer sees in their portal only what is shared with them.
1
Choose how to look at it: Month for the grid, Agenda for a list day by day. The arrows beside the month move one month back or forward.
The company calendar, a month at a time
2
Under Show, press a kind to hide or show it: Events, Tasks, Sprints, Projects, Reminders, Sales & contracts. The number on each is how many the month holds. Press a name in a day to open that record; + more shows the rest of the day.
The same calendar as an agenda, day by day
3
Press + New event. On the Event tab type the Title and when it Starts (both needed) and when it Ends. Under Meeting choose None, Teams or Inside Zyntra, and under Remind me how long before.
4
Choose Who can see it: Private, Everyone here or Shared with a customer. On the People tab use Invite staff to add colleagues; on the Notes tab write what the meeting is about. Press Save, or Cancel to leave without saving.
The New event form

Connected calendars at the bottom of the page says whether an outside calendar is connected to this one.

Flowrica's walk on this screen points at + New event as the main thing to press.