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Tools > Calendar

The Calendar in Logixx CRM provides a centralized location to schedule, view, and manage appointments, meetings, tasks, and events across your team or organization. It helps users stay organized and ensures important activities are clearly tracked and easily accessible.

Key features include:

  • Filter Options: A Filter button allows users to refine calendar views by User and Date range, making it easy to locate specific events or assignments.

  • Add Event: A dedicated Add Event button enables users to quickly create and assign new calendar entries with custom details.

  • View Modes: Users can switch between Day, Week, or Month views to tailor the calendar display according to their planning preferences.

The Calendar integrates seamlessly with task management and reminders, helping users:

  • Set alerts for follow-ups, deadlines, and meetings.

  • Assign events to themselves or other users.

  • Stay in sync with system-generated task reminders.

Whether managing your schedule or coordinating across a team, the Calendar supports efficient time management and better planning throughout the CRM workflow.

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