Events

The calendar module in Intum is used for scheduling meetings, deadlines, and recurring events. Each event belongs to a calendar, and you can have as many calendars as you need within an account.

Multiple Calendars

You can organize calendars however you like - most companies do it this way:

• One calendar for the entire company (holidays, public holidays, important deadlines)
• Separate calendars for departments (Sales, Service, Marketing)
• Private calendars for individuals (John's Calendar, Barbara's Calendar)
• Thematic calendars (Client Meetings, Training, Webinars)

Each calendar has its own name, description, and color. An event’s color on the grid comes from its calendar (if the event doesn’t have its own color). On first visit to the module, the system creates a default account calendar - named the same as the account - which serves as a catch-all for events that don’t fit anywhere else.

Views

The calendar has three main views:

1. Month - a full monthly grid with events in day cells
2. Week - seven day columns with hours from top to bottom
3. Single calendar - same as above, but only for one selected calendar

All-day events appear in a bar above the hour grid; the rest are placed in hourly slots. Clicking an event opens a popover with the name, description, time, calendar, client (if linked), and Show / Edit buttons.

Creating an Event

Add a new event using the + button in the Calendar module or directly from a client card (see below). Form fields:

• Name - required
• Description - free text
• Start and End - dates with times. End is optional (point-in-time event)
• All day - toggle that hides time fields
• Color - if empty, the calendar’s color is used
• Calendar - which calendar it belongs to
• Client - optional link to a CRM client
• Recurrence - described below

Recurring Events

Any event can repeat. Recurrence does not create separate records in the database - it’s a single record that is dynamically expanded on the calendar grid. This keeps the database clean and lets you change all occurrences with a single click.

Available types:

• Daily - every day, every other day, every N days
• Weekly - with the option to select specific days of the week (e.g., Mon-Wed-Fri only)
• Monthly - on the same day of the month
• Yearly - on the same date each year (birthdays, anniversaries)

For each type you can set an interval - how many units between repetitions. For example, “every 2 weeks on Wednesdays” is a weekly type with interval 2 and Wednesday selected.

Additionally:

• End date - when the event stops repeating. Empty = repeats indefinitely
• Number of occurrences - an alternative to the end date, ends the series after N occurrences

In the view, a recurring event has a label below its name (Weekly, Yearly, etc.).

Client Events

To add an event linked to a client, go to the client view, click the + Add button, and select Add event. The new event form opens with the client already filled in - just add a name, set the date, and save. After adding, the event appears on the client card in the Events tab.

On the CRM client card, the Events tab shows all events linked to that client.

An event added this way will appear in three places:

1. On the client card (Events tab)
2. In the calendar it was assigned to (default: the account calendar)
3. In the combined Calendar view (month/week grid)

This gives you one item in three contexts - looking at the client, you see when you’re meeting them; looking at the calendar, you see that slot is a meeting with a specific company.

Links to Other Objects

An event can be linked not only to a client but also to any object in the system. For example, this is used for Commerce orders - a delivery deadline generates an event with the order status color. Clicking on the popover shows the linked object’s name.

Search and Filters

In the event list you can filter:

• By calendar
• By client
• By date range (from - to)
• Upcoming events mode - a list of upcoming items in descending order, including expanded occurrences of recurring events

FAQ

How do I set a birthday event? Type Yearly, no end date. Easiest to add from the client card - it will automatically be linked to them.

What happens if I delete a calendar? Events from that calendar don’t disappear - they will be unlinked and visible in the general view without an assignment.

Can I change a recurring event for just one day? Currently no - editing a recurring event affects all occurrences. If you need an exception, add a separate one-time event and optionally shorten the series.