Calendar

The Calendar puts your appointments, open follow-ups and expected deal closes on one month grid. It shows what is already in Kasturi; you add things on their own screens.

Who can do this

Everyone in the workspace can open the Calendar.

Steps

1. Open Kasturi and choose Calendar.
2. Read the figures at the top: Today, Next 7 days, the month on show, and Next 30 days.
3. Move between months with the previous and next buttons. Click Today to come back to this month.
4. Each day shows up to three entries, and +N more if there are others. The colours are:
   • Appointment: appointments that are not cancelled, with the time.
   • Follow-up: open follow-ups that have a due date.
   • Deal closing: open deals on their expected close date.
5. Click an entry to go to its screen: Appointments, Contacts or Deals.
6. Upcoming lists the next entries in the coming 30 days.

Common problems

• A follow-up with no due date is not on the Calendar. Add a due date to it on the Contacts screen.
• A deal with no expected close date, or one that is won or lost, is not on the Calendar.
• Dates and times are in Kuala Lumpur time.
• Couldn't load your calendar — please refresh: reload the page.

Related

• Appointments
• Add and manage contacts
• Add and work with deals