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Go to Go to -> Calendar. Click once on the date on which the appointment should be made. Enter the related contact, time and date and location of the appointment. Click on “Save”, the popup will close and the appointment is added. Use right-click for more options, for instance to link the appointment to multiple other contacts, multiple folders or your colleagues.
The calendar in SpinOffice can sync with your Mac Calendar, iOS or Android device. To have it up and running, you first have to activate the sync in SpinOffice. After that you can configure the details of the so called CalDAV account on your Mac in order to have your SpinOffice calendar in sync. 1. Activate the Calendar-sync in SpinOffice Go on the Contacts screen to menu-option Administration -> User settings -> Synchronization. Tick 'Synchronize my calendar' and choose 'Save'. A CalDAV account is created. You will receive a confirmation by email with a link to the manuals how to set up the sync on all your devices. 2. Configure the CalDAV account on your Mac On your Mac, go to the Launchpad and open System preferences -> Internet Accounts. In the right frame, click on Add Other Account. Choose account type CalDAV account. Select as account type: Manual. Fill in following information: User name: [enter the email address where you received the activation email] Password: [your SpinOffice login password] Server: https://sync.spinoffice-crm.com Click on Sign in in right bottom corner and account is being verified. The sync account is now added as Internet Account. Give your own description to this account, for example ‘Business calendar’. Reminders option does not need to be ticked. Open the Calendar on your Mac to have your SpinOffice appointments to show up. It may take a few minutes to get all items in the calendar, so please do not adjust settings to fast! All changes made here will sync on every device where this CalDAV sync account has been configured. Important note: existing calendars you have in Mac Calendar cannot be imported into SpinOffice. So the first step is to use the calendar in SpinOffice, then activate and configure sync.
All appointments can be scheduled, made recurrent and notifications can be set. But these notifications do not appear in SpinOffice yet, only on each mobile phone / tablet on which our CalDAV calendar-sync is configured.
Basically, it provides a mechanism for a server to sync calendar data with multiple clients. Using CardDAV and CalDAV protocols, users can keep their contacts and calendar data in sync, and it’s very easy to set up. CalDAV can be set up in almost the exact same way as CardDAV on your Apple (iOS & OS X) and Android device, and all it requires is a SpinOffice account with the DAV activated. After activation in SpinOffice you will receive an email in which we describe the steps how to set up the DAV sync account on your Apple (iOS & OS X) or Android device. If during configuring or connecting to the CalDAV account on your iPhone, iPad or Android device the 'CalDAV account verification failed' error is displayed, then there is an authentication problem. Read here how to solve this.
Yes, of course! All team members have an individual calendar in SpinOffice. Within the calendar, everyone can indicate with whom they want to share their calendar. You do this via the gear icon at the top right of your calendar and choose Share calendar. The super-admin user has the right to manage the visibility of all users via menu option menu option Administration -> User Settings. All appointments of your colleagues are visible unless marked as private. To keep things clear, each colleague has its own color. All appointments, also for the other team members, can be made and modified by anyone with the correct user rights.