The Events / Agenda Module in MokoCRM provides a centralized calendar for scheduling and managing appointments, tasks, calls, meetings, and other time-based activities. It integrates with user assignments, third-party contacts, and CRM modules to provide full visibility and coordination across your organization.
The Events / Agenda Module in MokoCRM provides a centralized calendar for scheduling and managing appointments, tasks, calls, meetings, and other time-based activities. It integrates with user assignments, third-party contacts, and CRM modules to provide full visibility and coordination across your organization.
🧾 Enabling the Module
- Navigate to:
Home → Setup → Modules → Agenda - Click Activate
- Configure default visibility, email reminders, and event types under Agenda Setup
📅 Creating an Event
- Go to Agenda → New Event
- Enter:
- Title and Type (e.g., Meeting, Call, Reminder)
- Start and end date/time
- Location and Notes
- Linked user(s) and/or Third party
- Set Visibility as public or private
- Save to add the event to the calendar
📆 Viewing the Agenda
- Access via Agenda → View Calendar
- Choose between:
- Daily, Weekly, Monthly, or List views
- My events or All users
- Click events to view or edit details, or mark as done
🔗 Integration With Other Modules
- CRM & Contacts: Link events to leads, customers, or suppliers
- Projects: Track project-related meetings or milestones
- Tasks: Schedule and follow up on deliverables
- Email: Send automatic notifications or reminders
📊 Reporting and Sync
- Export agenda events for timesheets, reports, or audits
- Use filters to track overdue or upcoming actions
- Optionally sync with external calendars (e.g., Google Calendar via custom dev)
📌 Best Practices
- Use consistent naming for event titles
- Assign clear responsibilities for each event
- Enable notifications to reduce missed appointments
- Review team agenda views to balance workload
- Log meetings and calls to preserve communication history