Main calendar view
The main calendar is opened from Calendar in the CRM sidebar. It is the right place for generic events that everyone should see.
Access
- In the left sidebar, select Calendar.
Navigating the calendar
- Use the arrows next to the month name to move between months (or weeks/days, depending on the active view).
- Click Today to jump to the current date.
Day, week, and month views
Use the view dropdown in the top area to switch how the calendar is displayed:
- Day — one day at a time
- Week — seven days in a row
- Month — full month grid (default in many setups)
The label shows the active mode (for example Month).
Filters
Use the Filters area to narrow down which events appear:
- Filters (event types): open the menu and tick the categories you want to include (for example default types such as meeting, busy, birthday, focus time, out of office — the exact list depends on your configuration).
- Dates: pick a date range with the date control.
- Search: apply the selected filters.
- Clear: reset filters and start over.
After you set filters, Search refreshes the calendar so only matching events are shown.
Creating a generic event
- Click Create event (or + Create event).
- Complete the event form and click Save.
Events created from this view are generic: they appear on the shared calendar for all users.