your business data, anywhere, on any device
Sharing a CRM Calendar on iPhone
N.B. Left click any image to expand:
You can view a CRM calendar with an iPhone via an iCal feed.
Notes:
- An iCal feed is a one way road - amendments can only be made to tasks within the CRM, not within your phone.
- Any amendments made to tasks within the CRM will reflect in your calendar as and when 'syncs' occur.
- iCal feeds only show tasks from 30 days in the past going forward. It will not be able to show older tasks.
- Administrator level users can add their own calendar, all users calendars or mulitple users calendars as required.
- Standard level users can only add their own calendars.
On iPhone
Go to your web browser e.g. Safari, Chrome and go to your CRM website address and log in i.e. https://yourcrm.yapcrm.com
Navigate to Calendar Fig.1 |
Fig.1
|
|
|
| Tap 'iCal feed Phones, Outlook etc' Fig. 2 |
Fig.2
|
|
|
| Tap on the name of the calendar you want and tap 'Subscribe' Fig.3 |
Fig.3
|
|
|
