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The calendar: everything you owe, in one place

What the calendar shows, where to find it, its five views, the layers, and who sees what.

The calendar shows everything a person has to do, from every module your business uses: follow-ups on leads, planned calls, visits, meetings, tasks, project tasks and your own Charcha reminders. Beside them sit exhibitions, deals expected to close, quotations expiring, invoices and bills falling due, cheques to deposit, promised payments, subscription renewals, warranties ending, salaries, birthdays, holidays and the GST, TDS, PF and ESI dates.

The calendar is in early access. It is switched on for a business by the JAI CRM team; ask us and we will switch it on for yours.

Where to find it

Calendar sits in the sidebar just under Charcha. On a phone, open the sidebar from the menu at the top left.

The JAI CRM Calendar for the week of 12 to 18 October 2026: a small month and the layers on the left, and the hours with visits, meetings, tasks and blocked time across the week.
The week. Whole-day things sit in the strip at the top; the hours below are the workspace’s clock.

The views

ViewWhat it is for
DayOne day hour by hour. On a phone, the week sits above it and a swipe moves to the next day.
WeekSeven days of hours, for planning the week. Not on a phone.
MonthSix weeks at a glance, up to three things a day and how many more. On a phone, a dot for each thing; tap a day to open it.
AgendaThe next two weeks as a list. The phone opens on it.
TeamEverybody you can see, side by side, with how full each day is. For managers; see The team view.

Keys on a computer: t today, n new, d w m a for the views, and the arrow keys to step back and forward.

Show or hide each kind

Under Show on the calendar on the left, each kind has its colour and a tick. Untick what you do not want to see; the calendar remembers it for you. A kind whose module your business has not switched on is listed greyed, with the module it needs.

Who sees what

  • Each item follows its own module’s rules: you see a lead’s follow-up only if you could open the lead, an invoice only if you could see the invoice. The calendar gives nobody anything new.
  • Your Charcha reminders and your blocked time are yours. Colleagues see blocked time only as Busy, and never see your reminders.
  • Tax dates show only to the people who look after GST, TDS or payroll.
  • Customer and supplier logins never see the calendar.

On a phone

The calendar on a phone, on the agenda: today with a reminder, a visit, a follow-up, a task and a meeting, each with its time and colour.
The phone opens on the agenda. Day, Month and Agenda are the three buttons under the date.
October 2026 on a phone: each day with a coloured dot for each thing on it, today in blue.
The month on a phone: a dot for each thing. Tap a day to open it.
Next in calendar Meetings, the briefing before and How did it go? after → The team view →

Something missing or wrong here? Tell us. A question that needed asking usually means a page that needed writing.