Viewing Events in a Unified Calendar

You can view all of your calendars in the left pane of the Calendar module. They will be categorized as:

• My Calendars

• Group Calendars

• App Calendars

• Other Calendars

Each of these calendars and their corresponding events will be color coded. You can choose which events appear in the grid by checking or unchecking the corresponding calendars in the list view. If you have multiple calendars in the left pane, use the search bar to quickly find a specific one.

Viewing Events by Agenda  

To get a glimpse of only the planned events, you can use the agenda view. You will find it right below your list of calendars.

It's split into two parts: Monthly view and events list. By moving the cascading arrow up or down, you can expand or shrink the size of the agenda view.

Agenda Monthly View 

Description	Demonstration
Up and down arrows: Helps navigate to the previous and next months respectively.
Radio button: Helps go to the current day in one click.
Dots: Shows whether any events are scheduled for that day.

Agenda Event List 

Description	Demonstration
View the event details by clicking on the event from the agenda event list.
All-day events precede time-bound events in the listing.
The listed events will be color coded according to their Calendar categorization. For instance, if the Personal Calendar is highlighted in blue, then in the agenda event list view, all events happening in the Personal Calendar will also be listed in blue.

Viewing Events in Calendar Grid  

Depending on how you want to view your scheduled events, you can switch between daily, weekly, work, or monthly view.

To do so:

1. Click the button showing the current calendar view, adjacent to the button labeled Today.

2. Select the desired calendar view from the drop-down menu.
   

Note: By default, your Calendar will be set to the weekly view. You can change the default view in Settings.

To view the present, past, or future events:

1. Click the Today button to view the current day's, week's, work week's, or month's events.

2. Click the left arrow  before the Today button to view past events.

3. Click the right arrow  after the Today button to view future events.
   

Viewing Event Details   

To view an event's detail in the Grid View:

1. Click on the event you want to view.

2. A pop up will appear with the event title, time and date of the event, attendee details, links, any attachments, and other event details.
   

Notes: 

Hovering over the event in the calendar grid will display the event details. You can join existing meetings or initiate new ones from there.
Clicking on any date from the agenda monthly spread will automatically display the scheduled agendas below.
While using the Calendar module, you can enter a focused view by collapsing the left pane.

Viewing CRM Calendar Events in Trident 

Your scheduled calls, meetings, and created tasks are automatically added as events in the Trident calendar once CRM Calendar is enabled in settings.

In addition to the general event details (like date, time, and participants), CRM calendar events also display information, including:

• Additional information about the event

• Notes added to the event

• Any attachments associated with the event
  

Note: CRM events will only appear after the CRM Calendar setting has been enabled in Settings.

Enabling the Zoho CRM Calendar in Trident   

To enable the CRM calendar and view its events:

1. Click the Main Menu  icon in the top-left corner.

2. Navigate to Settings > Calendar.

3. Under App Calendar, click Zoho CRM Calendar.

4. Enable Zoho CRM Calendar.

5. Enable the organizations whose events you want to view in the calendar.
   

Note: If you are a CRM admin, Trident currently only supports viewing your personal CRM events. The Others view is currently unavailable.

Managing Events from CRM Organizations   

To manage CRM events from the settings:

1. Click Manage next to the organization name.

2. Select the checkboxes for Tasks, Meetings, or Calls to display them in Trident.

3. Choose a preferred color to differentiate the events in your calendar.
   

Viewing Events in  Multiple Time Zones     

You can view your scheduled events in multiple time zones in your calendar. To do so:

1. Click the plus icon next to the current time zone label at the top-left corner of the Calendar view.

2. Search and select the time zone you want using the search box or by scrolling through the list of options.

3. Enter a label for the selected time zone for ease of identification.

4. Click Save.
   

Notes:

• You can only have a maximum of six time zones at a time.

• Unless labeled, the selected time zone will be referenced by GMT+/- xx:yy, e.g., GMT -08:00 for Pacific Standard Time. Therefore, for easy referencing, you can create a label for the selected time zone by following step three as mentioned above.
  

Replacing an Existing Time Zone  

To replace a time zone with another one:

1. Right-click the existing time zone.

2. Select Edit from the menu list.

3. In the pop up that appears, search and select the time zone you want using the search box or by scrolling through the list of options.

4. Hit Save.
   

Deleting a Time Zone 

To delete a time zone:

1. Right-click the existing time zone.

2. Select Delete from the menu list.
   

Note: By default, events will be displayed in your local time zone and cannot be deleted or replaced by another time zone.