The calendar in xentral provides an overview of important appointments. In addition, reminders can be set here and it is possible to be reminded of them by xentral.
All appointments of the employees appear in the calendar. As an employee you can also set the option that only your own appointments are displayed.
Using the filter function in the menu bar on the right, you can select whether tasks, created service orders, sub-projects or the vacations/absences of individual employees are to be displayed. The calendar receives the information about vacations and absences from the employee time recording.
Appointments can be linked to addresses and a main person in charge. Today's important appointments can be seen by each employee in his status/info box.
Appointments linked to employees (selection from employee list below) remind the employees via e-mail to the address entered in the master data per employee. The reminder goes to the employee shortly before the appointment via mail and browser message. If the appointment is entered in the calendar all day (without a special time), the reminder is sent at 00:00 before via email.
There is a possibility to create groups that can be selected and filtered for an appointment. You can define these groups under https://<myxentral>.xentral.biz/index.php?module=kalender&action=gruppenlist.
In an appointment below the employees in the group calendar can then be selected.
In the sidebar of the calendar you can filter by this.
Thus, only the appointments that were marked with this group are displayed.
Only employees who are also members of the calendar group can see the calendar group in the calendar.
After saving an appointment, it is possible to send an e-mail with the appointment information to the selected employees of the appointment. To do this, click on the "Invitation" button below.
The employees then receive an email.
Each user can define his own color, which will be loaded automatically for new calendar entries.
The color can be defined under Administration → Settings → System → Personal Settings.
The calendar color of an employee can also be set directly in the user (Administration → Settings → System → Users).
The calendar can be viewed on the Dashboard page or under Team → Calendar.
It is possible to create an appointment for a specific group or several people.
Title → Appointment description
Description → Description of the appointment
Place → Place where the appointment takes place
Appointment with → Selection of the person with whom the appointment takes place
Contact person → Selection of the contact person for this appointment
Person in charge → Selection of the person in charge for this appointment
Project → If a project is selected, this appointment is only visible there
Date → Date on which the appointment takes place
All day → Selection that the appointment is an all day appointment
Reminder → Selection that a reminder should be sent for this appointment
From ... To → Selection of the time from when to when the appointment takes place
Color → Select the color with which the appointment should be marked in the calendar
Public → Selection that the appointment is publicly visible
People → Selection of the people who are involved in this appointment
Group calendar → Selection of the groups for this appointment
The appointment is created via the "save" button.
In the first step you have to go to the user settings under Administration → Settings → User and enter and save a password for the ICS calendar as follows. The ICS calendar must be activated!
ICS Calendar → Set check mark
ICS Calendar Password → Set new password
Username → Username from Xentral will also become the new username.
Copy URL under the password field, e.g. http://192.168.0.XX/meinefirma/www/index.php?module=kalender&action=ics
Then a calendar subscription is to be added via the calendar from the Mac in the settings via "Add account".
The next step is to add a new calendar subscription.
Then the URL can be copied into it.
In the last step, the user name from xentral (e.g.: "admin") and the previously assigned password must be entered.