Calendar in contact view
When you are viewing a contact, you can open a Calendar tab in the right-hand panel. Use it to manage events for that contact without leaving the profile.
Access
- Open Contacts and select a contact from the list.
- In the right panel, open the Calendar tab (next to Notes when both are available).
Navigating the calendar
- Use Today and the date navigation the same way as on the main calendar.
- Switch Day, Week, or Month with the view selector.
- Use Filters and Search to limit events by type and date range, as on the main calendar view.
Creating an event linked to the contact
- With the contact open and the Calendar tab active, click Create event.
- Fill in the event details and click Save.
The event is linked to the current contact. It helps keep follow-ups and meetings in context for that person.
Main calendar vs contact calendar
| Where you create the event | Typical use |
|---|---|
| Calendar (sidebar) | Generic events visible to everyone |
| Calendar tab on a contact | Events tied to that contact |