Calendar Entity Sync
How deal close dates, contract terms, project deadlines, work orders and tasks appear on the calendar automatically.
What it does
You don't need to copy key dates onto the calendar by hand. When you save a record with dates in another module, the calendar adds matching events for it. If you change the dates, the events move with them.
What appears
| Record | Calendar events |
|---|---|
| CRM deal | 💼 Deal Close — on the expected close date |
| Contract (ERP) | 📄 Contract Start and 📄 Contract Expires |
| Project | 📁 Project Start and 📁 Project Deadline |
| Work order | 🔧 WO Start and 🔧 WO Due |
| Task | 📋 Task Start and 📋 Task Due |
These synced events show in teal so you can tell them apart from events you created yourself. Click one to open the record it came from.
Keeping them accurate
The record is the source of truth. To move a synced event, change the date on the deal, contract, project, work order or task, and the calendar updates. Don't edit the synced event itself, because the next time the record is saved it will be reset.
If you remove the date from a record, its event disappears.
Not synced
Leave, shifts, compliance deadlines and invoice due dates don't appear on the calendar.
Contract Expires events show the end date, but they don't send renewal reminders. To be reminded, add your own event some weeks before the end date, with invitees.
Where to go next
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