Overview
Manage scheduled activities and reminders in the user time zone.
Main purposeManage scheduled activities and reminders in the user time zone.
Important areasCalendar view, event type, start and end time, visibility, reminder, related record, preferences.
Business valueA shared calendar reduces missed meetings and connects scheduled work to customer records.
Where To Find It
Common Path: Work > Calendar
Exact access can depend on your QCRM role. If the menu item is not visible, ask an administrator to review your permissions.
How It Works
- Calendar events can be meetings, calls, demos, site visits, follow-ups, or other activities.
- Users choose day, week, month, or agenda view according to preference.
- Time zone and default calendar view are configured under Settings.
Main Areas
| Area | What It Is Used For |
|---|---|
| Calendar grid | Shows scheduled events by day, week, month, or agenda. |
| Event details | Shows title, type, time, reminder, visibility, and related record. |
| Preferences | Default view and time zone. |
Important Fields And Controls
| Field Or Control | What It Means | When To Use It |
|---|---|---|
| Event type | Meeting, call, demo, site visit, follow-up, or other. | Use to describe the activity. |
| Start and end time | Scheduled time window. | Keep accurate for reminders and planning. |
| Visibility | Private or tenant-visible. | Use private for personal events and tenant for team visibility. |
| Reminder | Optional reminder before the event. | Use for time-sensitive work. |
| Related record | Customer or CRM context. | Use when the event belongs to a lead, deal, case, or customer. |
Recommended Workflow
- Open Calendar and choose the preferred view.
- Create or open an event.
- Enter title, type, date, time, visibility, and reminder.
- Link the event to a related record when it belongs to customer work.
- Save and review the calendar display.
Best Practice
- Use clear event titles that include the customer or purpose.
- Set reminders for meetings that require preparation.
- Check Settings if event times appear in the wrong time zone.
Troubleshooting
- If events show at the wrong time, verify your time zone in Settings.
- If shared events are missing, confirm visibility and permissions.
- If calendar view is not convenient, change the default view under Settings.
FAQ
What is tenant visibility?
It means the event can be visible to other users in the same workspace according to permissions.
Can I link meetings to deals?
Yes. Link the event to the relevant deal or customer record.