Calendar Tab

This article describes the functionality of the Calendar tab within the Forth CRM. It is organized into the following topics:

• Overview
• Event Types
• Schedule an Event
• Assistance

Overview

Within the Calendar tab, you can schedule Events and assign them to users to move contacts through the enrollment process.

NOTE: The dropdown menus located on the navigation bar (highlighted in red above) 
allow you to view the event type (far left) and the calendars of other users 
(second from left).

Events and Tasks - These two functions are similar and share the purpose of assigning work to a contact. The main difference is that Events are set for a specific time and date to be done, and Tasks are set to be completed over a certain time and will have a deadline. For more information on Tasks, see our Help Center article titled Managing Tasks.

Event Types

Go to the Help Center article titled Event Types and Dismissal Forms and follow the steps provided there.

Schedule an Event

An Event can be scheduled from two different locations.

Location 1: From the Calendar Tab, select Schedule Event on the Navigation Bar (see below).

NOTE: An event cannot be scheduled for a client here, only with users.

Location 2: From the Client Dashboard, go to the Event Nested Tab (i.e., subtab) and click Schedule Event (see first image below). 

When Location 2 is used to access the event, the "Contact" information is prefilled after "Schedule an Event with" in the top left of the dialog box and is not editable from this page.

The following fields from the "Schedule Event" dialog box should be completed. A description of those fields is listed below.

Contact - (automatically prefilled if using the Contact tab) Provide the name of the person responsible for this event.

Title - Name of the event; what is entered here will appear under the Calendar Event section on the Calendar tab.

Event Type - Select an Event Type for the event you are scheduling.

When - Options for selecting the date, time, and time zone on which the event will occur.

• When - Choose a date from the calendar on the left (a small icon is listed right below “When”).
• Time - Specific times of day can be set using this option.
• Timezone - establishes the timezone to apply to this event
• View - Set if the event will be listed as public for all users to see on their respective calendars, private for it to only be visible on the assignee's calendar (Admins can see and filter even if set as private).

Assigned To - Select a user to assign the event to.

Location - Location information can be entered here.

Description - Box to enter further information and description about the event.

Once finished, click Save Event to save the scheduled event. The Events nested tab will refresh and display the new event like the example below, showing that your event is now on the Calendar.

If you return to the Calendar Module/Tab, the Calendar has been updated with this event as well.

Task Email Notifications include the collection agency, current balance, original balance and last four digits of the account number alongside the creditor name.

Assistance

If you require additional assistance, please contact us at support@setforth.com.

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