Create a calendar event
- 1Open Kalender from the sidebar.
- 2Click the slot you want, or start a new event. Skapa en ny kalenderhändelse
- 3Give it a title and set the time, or tick heldag.
- 4Add the people from the customer side under Länkade kontakter — use Lägg till kontakt and pick them from your CRM. If the person is not there yet, Skapa ny kontakt does it without leaving the event.
- 5Add colleagues who should attend.
- 6Set Privat möte if the details should not be visible to the rest of the team — see "Private meetings".
- 7Press Skapa.
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}} flyttad till {{day}} kl. {{time}} confirms it. Attendees and links come with it.
Deleting asks for confirmation: ”{{title}}” raderas permanent. Om den är synkroniserad med din Google- eller Outlook-kalender tas den bort där också. For a repeating event you are asked whether you mean this occurrence or the series — ”{{title}}” är en återkommande händelse – att radera den tar bort hela serien. Om den är synkroniserad med din Google- eller Outlook-kalender tas hela serien bort där också. — so read that prompt rather than clicking through it.
With a mailbox connected, events you create here appear in your real calendar too.
Var det här till hjälp?