Vtiger Best Practices – Appts, Calls or ToDos

I get support/training questions about this regularly.  When should I use an appointment versus a call versus a todo – they are all calendar items?  The answer is actually very simple:

Related: Comments from Activities

  • If you will stop doing what you are doing when the specific time arrives, and start doing that activity — whether it is a meeting, phone call or you are writing a proposal at your desk — block those out as “appointments” on your calendar.
  • If you have a phone call you need to make on a specific day, but not a specific time, that is a “call.”  Schedule it for 1 a.m. so your calls do not clog up your calendar visually.
  • Everything else is a “todo.”  Todo’s are a little different animal because they have a start date and a due date (but no time) so they can only appear on your calendar in the all-day tray at the top.  That shouldn’t matter because you should be using an activity list view to process them anyway.

I hope that helps! If you have any other questions, feel free to contact our Boru team at any time for more Vtiger support.


Interested in learning more? Let us send you an email.

Recent Blogs

Popular Blogs