Tactile CRM Help » Activities

How do I subscribe to my activities in Google Calendar/GCal?

admin — Tue, 06 Oct 2009 07:00:10 +0000

Tactile CRM provides an iCal feed you can subscribe to in your favourite calendar application. These instructions show how to easily add your events to Google Calendar where they will be automatically kept up to date:

Sign into Tactile CRM, visit your preferences, and under ‘External Access’ copy your ‘Calendar URL’, if you don’t already have one you can click the button to automatically generate it
In your Google Calendar simply click the add button (on the left hand side, under ‘Other Calendars’) and then the ‘Add by URL’ link
In the pop up window, paste the calendar URL from (1), click ‘Add Calendar’ and you events will be pulled through to Google Calendar and kept up to date.

Google Calendar does not currently deal with ‘ToDo Items’ so only events that are added in Tactile CRM will appear in Google Calendar

Google Calendar will periodically update with the latest changes from Tactile CRM, and events other people assign to you will also show up in your iCal feed/Google Calendar.

What are Activities?

admin — Sun, 04 Oct 2009 08:55:05 +0000

Activities are an easy way to remember to get things done. You can add activities for yourself, or your colleagues and get notifications when they are due etc.

iCal export/How do I use activities with my favourite calendar application?

admin — Sun, 04 Oct 2009 08:54:38 +0000

Tactile CRM offers a way for you to view your entire calendar, or individual events within your calendar application using the ical file format.

Individual activities can be downloaded as iCal files, simple by clicking on the ‘Download activity as an iCal File’ link within the activities box on each activity:

Subscribing to you entire activity feed is just as easy, simply follow the steps below:

Click on the preferences link in the top right of the screen
Scroll to the bottom of the page and click on the ‘Generate New Calendar Key’ button
Use the link it provides in your calendar application and get keep up to date with meetings and activities you have
You can even share the link with colleagues if you want them to be able to see what you are doing and when you have free time.

If you ever want to change the link, simply press the ‘Generate New Calendar Key’ button and the link will change. This can be useful if you think somebody has got your key that you don’t want to view you calendar anymore (say when a member of staff leaves).

How do email reminders work?

admin — Sun, 04 Oct 2009 08:51:16 +0000

Early in the morning on days with activities due, you will get an email letting you know what needs doing. The email will also contain any overdue activities you might have. To make things even easier, we provide a link next to each one in the email so you can quickly view all the details.

How do email notifications work?

admin — Sun, 04 Oct 2009 08:50:52 +0000

Notifications are automated and sent as follow:

If somebody adds a new task for you
If somebody edits a task assigned to you
If sombody completes (or marks as not-complete) a task assigned to you

How does the “Date” property work?

admin — Sun, 04 Oct 2009 08:50:12 +0000

“Today” and “Tomorrow” are handy shortcuts that pre-fill the date field for you, while “choose a date” lets you enter any date you like. Activities can optionally be given a time, or left just as a date. Select ‘later’ for things that you know you need to do but are not time dependent.

How do I change the ‘Type’ options?

admin — Sun, 04 Oct 2009 08:49:46 +0000

Anybody with an administrator account can go into the ‘Admin’ area and update/add activity types.