Turn Any Search into a Calendar

How to convert a search into a calendar in Handle CRM.

Key things to know

1. Any search/tab can be viewed as a calendar in Handle
2. Any date field can be used to define a records placement on a calendar
3. A saved search can be shared to External Calendars or viewed in another Handle Calendar

How to turn any search into a Calendar

1. Start a new search

2. Under the Search Settings icon , change the “View” to “Calendar”

3. Select which date or date/time fields to use

• The “Start Field” selects which date field to use as the starting time (defaults to last edit date)
• (Optional)* Use the “End Field” to select which date field to use to set the duration of the calendar item

4. Name and save the search

If using an existing search, you may want to Copy the search before saving to keep both a calendar view and the original view accessible.