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What is the calendar view?

The calendar view, accessible by clicking calendar within the top bar, is where you can view:

Request start & end dates (shown as bars)

You can filter the calendar’s view by date (Month, Week, and Day) and by client.

Emails due to be sent to clients (shown as individual items)

Example of an email due to be sent to a client in the form of an individual item

The top bar shows the name of the request along with the client’s company name.

The bottom bar shows the email template’s name that will go out that day.

Currently, this view is read-only, but you can click on a request to go directly to it.

Updated on January 27, 2023

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