Documentation

Documentation for the Clever CRM and official add-ons can be found below.

CleverCRM comes with Calendar feature which not only presents the basic information of a calendar like the days, weeks, and months of a particular year, but it also offers you a possibility of adding new tasks on each specific day. 

How to create the menu item "Calendars"

  • Go to Admin > Menus > Add new
  • Menu item type: Clever CRM » Calendars
  • Template style: clever_crm - Default

How to add a new task on the calendar

  • Login your account in front-end > Clever CRM default menus > Settings > Calendars
  • Click on a day box and the button "Add Task" appear. Click on it to add a new task
  • You can add multiple tasks on a specific day of a month