vtiger510:Feature Custom Events In Calendar
From http://wiki.vtiger.com/archives
| Faq | Howto |
Contents |
About
Events are the future upcomings /happenings. VtigerCRM has a feature Custom events. This feature provides user to create the events of his own choice leaving the default non editable values. User can add new event labels to picklist from picklist editor.
To Add New Event
- Go to Calendar module, click on Add button in the Event panel.
- This gives a picklist with types of events say meeting,calls etc.Select any event from picklist.
- It pops up a window Add Event, fill the fields with necessary data, set event time, set the remainders and specify if any repeatation.
| NOTE:
Fields with star mark( * )are manditory fields. Its necessary to fill this fields. |
- Cick Save to save the event.
To Add /Edit /Delete New Event Type In The Picklist
Using this feature we can add /edit /delete new event types in the picklist obtained when Add /Edit /Delete button is clicked.Steps to add new event types:
- Go to Settings page, select Picklist Editor under Studio.
- This opens a Picklist Editor page, Select Event in the dropdown in the Select Module option.
- It gives the list of Activity Type, Status and Priorities.
- Select the Picklist Type in the dropdown.
- Click on global action buttons(Add/ Edit/ Delete) to perform global actions (add /edit /delete)on the picklist values resepectively.
| NOTE:
These Global Actions cannot be performed on Noneditable Values. |
- Click Assign, to assign roles to each event type.
