Most Powerful Activity Calendar + Add Data from Any Entity!
Users are more comfortable in working with date-oriented information in Calendar rather than traditional tabular format. Calendar Pro App gives you the ability to not only manage Team Activities (tasks, phone calls, appointments, etc) but also enrich this data by adding information from other entities (Opportunities/ Contracts / Company Holidays / Marketing etc)!
Manage (Create/Edit/Clone/Mark Complete/Assign/Delete) Team Appointments, Phone Calls, Tasks (& other activities)
Track Opportunities Nearing Close Date
Track Contracts nearing Expiration
View your Marketing Campaign Calendar
View Company Holidays in your Team Activity Calendar (Custom entities supported)
Easily manage your Teams Activities – Task, Appointments, Phone Call, Email, Service Activity, Custom Activity
Make your Activity Calendar data more useful by adding information from other Entities eg Displaying Opportunities which are approaching Est. Close Date OR displaying Contracts which are approaching Expiry OR displaying Holiday data from custom entity “Holidays”
Can create as many Calendars as needed (and share them with all or specific Users/Teams)
Fully customizable Global as well as Personal settings (you can customize calendar to meet your specific needs…eg select colours for each activity, customize the tool-tip, calendar item title, calendar views etc)
Multiple Calendar Views supported: Classic Calendar View, Timeline View, Agenda View, Top Down View
1-Click actions supported directly from Calendar – Mark Complete, Clone, Create, Edit, Delete, Cancel, Assign, Share URL (Cloning feature requires subscription to Zap Copy Record App)
Drag and Drop to reassign or change the date-time of any activity
Attachment icon displayed across Appointment activities having attachments
High priority activities can be shown with exclamation icon
Overdue activities can be shown with warning icon
Filter records easily in Calendar by using Search Control
Ability to embed Calendar even in Dashboard
Compatible with Dynamics 365 Mobile App
Multiple Calendar Views (4): Classic Calendar / Agenda / Timeline / Top Down
Time-Scale (3): Day / Week / Month
Download and install the app solution file. Browse to Zap Apps >> Zap License to open the license registeration page (Refresh the page, if “Zap Apps” is not visible in sitemap). Fill-in the details and click “Register” button.
This will automatically start your 15-day trial. Feel free to email firstname.lastname@example.org if you have any questions.
How do I purhcase a Zap App?admin2018-04-19T17:10:23+05:30
You can purhcase any of Zap Apps from our online store. If you have already taken the trial then just let us know your CRM organization name and we will activate the trial to paid license online (no need to uninstall and reinstall the solution).
If you have not yet installed the solution in production then proceed with installation and registeration… once done let us know the CRM organization name.
How do I find number of enabled CRM Users?admin2018-04-19T17:08:36+05:30
All our apps are licensed by user-tier which is based on the total number of enabled CRM Users. To find the enabled CRM users, browse to Settings >> Security >> Users and change the view to Enabled Users.
How do I get license for free Zap Apps?admin2018-04-19T17:10:40+05:30
Yes, you could club data from multiple entities and show them in Calendar along with activities (which also is optional).
When configuring Calendar, you can specify which all entity data needs to be included. Here you could also select any dynamic filters that need to be shown.
Does Zap Calendar Pro App support custom activities?admin2020-04-29T18:46:25+05:30
Our behavior is influenced by how easy or difficult we perceive an action to be. An easy-looking calendar is more likely to gain a positive, visceral reaction in comparison to a plain list of activities [...]