Calendar

Learn to configure calendar for holidays and appointments.

Holidays

Use this option to determine the holidays that are displayed in the calendar. You can either use/edit the existing country calendars or define your own, see Predefined Calendars and XML Definition of Calendars.

To define a Holidays configuration entry:

  1. Create a new Holidays configuration entry.
  2. Enter the ID of the desired country calendar (1 or higher). The ID must correlate with a catalog value ID of the fixed catalog "Calendar" (e.g. 1 = Austria, 2 = Germany etc.).

    The XML files containing the default calendar definitions are located at .. \system\xml\Calendars.

  3. Import an XML file into the Value field:
    1. Click on the Value field.
    2. Select Add/edit value from the context menu.
    3. Select an XML file.
  4. Edit the XML code in the Value field or enter new data, see XML Definition of Calendars.
  5. Save.
  6. Select Test value from the context menu.

    If the XML code contains any errors, you receive a corresponding error message. Correct any errors and save the record again.

  7. The small calendar is opened. Test that your settings are correct.

Each Holidays configuration entry you define results in the respective country calendar entry for the users to choose from:

  • Aurea CRM win: Calendar drop-down list in Extras > Other Options. If no selection is made, the international calendar is used by default.
  • Aurea CRM web: Holiday Calendar drop-down list in Settings > User Configuration > Date&Time. (You need to define the available entries as values of the Calendar.HolidayCalendarID Web Configuration parameter.)

Use the Calendar field in the Country and Rep info areas, to assign specific calendars to countries or reps.

In addition, you can use the Calendar Definition info are (CD) e.g. to define holidays which do not occur every year, see Calendar Definition Info Area.

Holidays are highlighted in the small calendar and the Calendar and Daily Overview views. In the BTB and OTC versions you can also determine that sales group appointments are not generated on holidays.

The calendar for the currently active user is determined as follows:

  1. The calendar selected by the user (Aurea CRM win: Extras > Other Options > Calendar | Aurea CRM web: Settings > User Configuration > Date&Time > Holiday Calendar).
  2. The calendar entered in the user's Rep record.
  3. The calendar entered in the Country record of the country entered in the user's Rep record.
  4. If no value is found, the default calendar "International" (3) is used as a fallback.

Maximum lines for all day-appointments

Use this option to determine how many lines are available by default for all-day appointments in the calendar in Aurea CRM win.

This setting is applied globally.