Create a calendar event
- 1Open Kalender from the sidebar.
- 2Click the slot you want, or start a new event. Opprett en ny kalenderhendelse
- 3Give it a title and set the time, or tick hele dagen.
- 4Add the people from the customer side under Koblede kontakter — use Legg til kontakt and pick them from your CRM. If the person is not there yet, Opprett ny kontakt does it without leaving the event.
- 5Add colleagues who should attend.
- 6Set Privat møte if the details should not be visible to the rest of the team — see "Private meetings".
- 7Press Opprett.
Link the contacts rather than typing names into the title. A linked contact puts the meeting on that person's record and on their company's history, which is what makes it findable later by someone who was not there. A name in the title is invisible to everything.
Moving an event is a drag to the new slot — {{title}} flyttet til {{day}} kl. {{time}} confirms it. Attendees and links come with it.
Deleting asks for confirmation: «{{title}}» blir slettet permanent. Hvis den er synkronisert med Google- eller Outlook-kalenderen din, fjernes den også der. For a repeating event you are asked whether you mean this occurrence or the series — «{{title}}» er en gjentakende hendelse – å slette den fjerner hele serien. Hvis den er synkronisert med Google- eller Outlook-kalenderen din, fjernes hele serien også der. — so read that prompt rather than clicking through it.
With a mailbox connected, events you create here appear in your real calendar too.
Var dette nyttig?