Calendar

The Calendar is a Tool which helps you to create, share and keep track of events in your ERPNext account.

You can have a Day, Week or Month view in a calendar.

Calendar

To access calendar, go to:

Home > Tools > Calendar

1. Creating Events in Calendar

  1. Go to Calendar and click on New.
  2. Enter the Subject and the Start Date of the event.
  3. Save.

Calendar

Alternatively, you can also create an event from the 'Day View' of the Calendar. This view is broken into various slots throughout the day. You can select the slot for the start of the event, enter the subject of the event and drag it own till the event end time.

Calendar

1.1. Event Based on a Lead

In the Lead form, you will find a field called Next Contact By and Next Contact Date. Once you specify the date and the User in these fields, an event will automatically be created for the User on the given date and time.

Calendar

1.2. Event Based on Job Cards

For every Job Card that gets created for a User in the ERPNext account, a corresponding event