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  • #1

    Shared Calendar..

    I read on the forumn that this feature was requested long-ago: shared calendars. Definitely a big request here.. it is very important. Or at least ability to assign an entity (Call, Task, etc..) to a Team then everyone in the team can view/edit that entity and it appears on everyone's calendar in the Team.

    Thanks.
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  • #2
    You can do this with Roles and Calendar Timeline mode
    Security Roles in EspoCRM
    https://www.espocrm.com/video/security-roles/
    What are Security Roles? How can one define what a user can and cannot do within a CRM system? In this video tutorial: Learn how to implement user security roles into EspoCRM system, find out how to restrict access to a specific information and define assignment, user and portal permissions to speci...

    Calendar and Activities
    https://www.espocrm.com/video/calendar-and-activities/
    What is a calendar? How does it function? Why should I use it? In this video tutorial: Discover all the calendar functions, find out how to create events, set their time and duration, how to use shared calendars, change events in the calendar of a particular user or add calendar dashlet to a dashboa...

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    • #3
      Shared view will be implemented in the future.

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      • #4
        The Timeline mode is not ideal.. everyone wants the "shared" entities to appear in the Day/Week/Month view of the shared Calendar. That would be ideal if it can be implemented please.

        Best CRM I've found so far! Keep-up the great work..

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        • #5
          Planned in 5.2.0.

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