User Preferences - Calendar Options

Overview

This help page details calendar display settings accessible through User Preferences, allowing users to customize their default calendar view in SmartOffice CRM.

Key Calendar Options

Display Settings

• Option to force calendar opening on the current day based on local date/time
• Toggle for displaying other users' tasks on personal calendars
• Time interval selection (30 minutes or 1 hour)
• Day/Week view start time configuration

Activity Visibility Controls

Users can choose from four sharing options:

• Show to other users
• enables office-wide visibility
• Do not show to other users
• restricts visibility
• Only to users with proxy relationships
• limits access to proxy users
• Select users
• allows choosing specific viewers

Color Coding

Activities can be color-coded by type, sub-type, or participant (when viewing multiple calendars simultaneously).

Additional Configuration Options

• Activity Details: Users specify whether location, subject/description, and contact names display in Week/Month views
• All-Day Events/Tasks: Option to hide these items from calendar views
• Week View Style: Choice between standard or stacked layout
• Quick Action Corner: Customize up to four buttons with configurable ordering
• Display Location: Select whether calendar appears within SmartOffice or in a separate browser window

Related Resources

The page includes links to training resources and related topics for additional guidance.