Use the calendar
Review and create calendar events alongside tasks, projects and other dated CRM activity.
Feature pathUtilities → Calendar
Before you beginThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.
What this feature does
Review and create calendar events alongside tasks, projects and other dated CRM activity. Britixo CRM keeps the result connected to the relevant customer, staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal visibility and future automation.
Step-by-step workflow
- Start from Utilities → Calendar and open the relevant record or view.
- Confirm that the record is in the correct status and that you have permission to perform the action.
- Review the related customer, dates, amounts, recipients and attachments before continuing.
- Choose the action described by “Use the calendar” and complete the displayed options.
- Preview client-facing content or the resulting document where Britixo CRM provides a preview.
- Confirm the action and wait for the success message before leaving the page.
- Check the activity timeline, status, email queue, gateway or generated record to verify the outcome.
Important fields and decisions
CustomerConfirm this information is accurate and appropriate for the record.
Project nameConfirm this information is accurate and appropriate for the record.
Billing typeConfirm this information is accurate and appropriate for the record.
Start and deadlineConfirm this information is accurate and appropriate for the record.
Project membersConfirm this information is accurate and appropriate for the record.
Progress and visibilityConfirm this information is accurate and appropriate for the record.
Checks before completion
- Choose billing type before time is recorded.
- Add only the staff who need access.
- Review client-visible content before publishing.
- Check whether the result should be visible to a customer contact or only to staff.
- Confirm the final status, activity entry, generated document or notification before leaving the record.
Permission and data safetyDeletion, refunds, signature clearing, module changes, payment configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval process.
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