Skip to content

Calendar

Why this matters

The calendar is where appointments, reminders, and deadlines live: customer meetings, lead close dates, contract renewals, team events. Connecting it to CRM records means that when a customer has an appointment next week, the calendar knows without you having to repeat the date in two places.

Get to the calendar

Sidebar → Calendar. You land on the current month view with your events.

Create an event

  1. Click on a day/time in the calendar (or Create event button).
  2. Fill in:
  3. Short, descriptive title.
  4. Date and time, Duration (or All day).
  5. Type — appointment, deadline, reminder, internal meeting.
  6. Customer or Case (optional).
  7. Participants.
  8. Reminder — when to notify.
  9. Save.

If you turned on Add video call, ZaazCRM creates the Jitsi link automatically.

Screenshot: monthly calendar view

Calendar views

  • Month — general view.
  • Week — more detail.
  • Day — minute by minute.
  • Agenda (list) — events in chronological list.

Events linked to customers

When an event is linked to a customer or case, you see it from both sides:

  • On the calendar with a link to the record.
  • On the customer or case, Calendar tab.

Deadlines and reminders

For important dates:

  1. Type: Deadline.
  2. Turn on Escalated reminders (1 week, 3 days, 1 day before).
  3. Mark Critical if applicable.

Shared calendars

Team or function calendars can appear on top of yours, distinguished by color. Toggle in the side panel.

Sync with Google Calendar / Outlook

If your company has sync configured, ZaazCRM events appear in your personal Google Calendar or Outlook.

Watch out for

  • Time zones matter. ZaazCRM uses your profile's time zone.
  • Don't overdo reminders. Reserve escalation for critical deadlines.
  • Don't delete past customer events. History is useful for reports.

Where to next