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Relation management - Calendar

Updated over 3 months ago

💡 You can also view, schedule, and update actions in a calendar.

  • View: in the calendar you can switch at the top between year, month, week, and day views.

  • Scheduling: by clicking in the calendar, you can create a new action.

💡 Want to create a new action? Follow this 👉 guide.

  • Clicking an action: by clicking on an action block in the calendar, the action will open.

💡 From here, you can view the action, add information to it, change the status of the action or relationship, or adjust the date of the action.

  • Rescheduling: in the calendar, you can quickly reschedule an action by dragging the block to another date (within the same month).

  • Synchronizing: you can add the calendar to your own agenda by requesting the link at the top right, by clicking the link icon.

💡 In your own agenda (work calendar), go to Settings to find the option to link an external calendar. Copy this link and paste it into the URL field.

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