How to manage your calendar

How to manage your intouchcrm calendar


Your intouchcrm calendar enables you to

not only keep track of your events/tasks

but your colleagues as well


You can start making a calendar entry by clicking on the day & time you want to set an event

Or click on any day and change it later


When you create a new event, you will see a box similar to this. You can see more options by selecting the ‘I want more options’ link.

These options allow you to • make a private or public calendar

entry• Set an email/text reminder for

yourself/colleagues• Add to your colleagues calendars• Link to contacts


The events on your calendar can be put in a colour of your choice.

A nifty tip is to coordinate all your colleagues calendars' in to individual colours so you know whose events are whose!


You can look at your colleagues calendars’ individually or altogether by selecting the person/everyone from the drop down list on the top right of the calendar


See the calendar in different formats i.e. week view, by selecting from the tabs on top of the calendar

Use the two arrows on the left side to change the day/week/month


The right side of the calendar shows ‘Your Upcoming Events’ and ‘Assigned Tasks’

You can export your calendar or print it by selecting these tabs shown on the top left of the calendar

How to manage your calendar

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