To be able to fetch the calendar items,
| Warning |
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Calendar Integration must be enabled on Global Settings > Integration. If not, please refer to Enable Calendar Integration step. |
How to Set Calendar Integration details
1. Click User Information icon on the Tools bar.
2. Click Open User Profile link.
3. When form is open, click Edit.
4. Click Calendar Integration tab
5. Select Enable Calendar Integration checkbox.
6. The Calendar (CalDAV) Server details section displays
7. On the Provider dropdown, select a provider .
8. Click Connect.
9. Choose an account that you want to use, in case there are multiple accounts active.
10. Enter Password. This is the password for your mailbox.
11. Prompt box displays asking you to Allow iCRM to access your calendar, click Allow button.
12. Screen refreshes and status says "Connection Success".
13. Click Save.
| Tip | ||
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The user may now be able to see the calendar on the Contact record. The Calendar Tab is addedmeeting schedules and events on the iCRM calendar. Here is a link to the Contacts form Dashboard > Calendar for reference. |
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