Find Any Date, Fast
Whether you're checking what's due this week or looking ahead to next month, the Calendar makes it easy to move through time. Navigation controls let you jump to specific periods, return to today, or browse forward and backward.
Accessing the Calendar
To open the Calendar:
- 1 Click Workspace in the left sidebar
- 2 Click Calendar in the Workspace submenu
The Calendar opens showing the current month with today's date highlighted.
Navigation Controls
At the top of the Calendar, you'll find navigation controls:
- Previous arrow (left) moves to the previous month
- Next arrow (right) moves to the next month
- Today button returns to the current month with today highlighted
- Month and year display shows which period you're viewing
Moving Between Months
Click the left arrow to go to the previous month. Click the right arrow to go to the next month. The month and year header updates to show your current position.
You can click multiple times to jump several months forward or backward quickly.
Returning to Today
Click Today to instantly return to the current month with today's date visible. This is useful when you've navigated far into the future or past and want to get back to the present.
Today's date is highlighted on the calendar grid so you can easily identify it.
Understanding the Calendar Grid
In month view, the Calendar displays a standard grid:
- Columns represent days of the week (Monday through Sunday)
- Rows represent weeks within the month
- Cells show individual dates with any scheduled events
Dates from adjacent months may appear faded at the beginning or end of the grid to complete the week rows.
Clicking on Events
Events appear as colored bars within date cells. Click on any event to see its details in a popup. From the popup, you can click View to navigate to the full record.
Navigating in List View
When using list view, the same Previous, Next, and Today controls work to move through the month. Events are grouped by date in chronological order, making it easy to scroll through upcoming items.
Frequently Asked Questions
Yes. Navigate to previous months to see historical events. This is useful for reviewing past activities or checking when invoices were due.
Click the Today button in the navigation bar to return to the current month with today highlighted.
Colors indicate event types. Deal activities, invoices, and payables each have their own color coding to help you distinguish them at a glance.
What's Next?
Explore more Calendar features:
- Switching Calendar Views - Change how events are displayed
- Filtering Calendar Events - Show only the events you need
- Viewing Activities on the Calendar - Interact with scheduled activities