How do I connect my calendar and add a reminder?

As a general rule, admins can connect a calendar for all users. Other users with edit access on their profile can connect theirs, and users with edit access on other users' profiles can connect for those users.

First of all, go to the User Details tab, click on "Connect My Calendar" and choose the mail provider you work on; whether Google, Outlook.com, etc. Then, agree to the terms and conditions, link your account and then sign in. You can then choose to connect an existing calendar created in your mail account or create a new one directly from myCRM.

Note: if you are connecting your Office 365 email calendar, you will need to access the below link to add Cronofy to your Office 365 application whitelist:

https://app.cronofy.com/oauth/authorize/admin/office365?client_id=JfVD8jzMGYtaVTSmiLRezu2IkLPjNdPV

If you wish to add a reminder; and this can be done to all fields with the alarm icon such as RERA, Passport Expiry Date, etc., click on that icon and create your reminder with the date and time. Then hit Save to sync the reminder with your calendar successfully.

Watch this video tutorial and learn how to set reminders in myCRM.