What this solution does
The module adds a full calendar view for smart processes in Bitrix24 CRM, identical to the standard view for tasks and other entities.
After installation and configuration, a 'Calendar' tab appears in the smart process element list. Elements are displayed on the timeline based on specified dates. Fields of type 'Date' and 'Date/Time' are supported. The system correctly displays events with durations measured in hours or days.
Administrators have flexible configuration options. The calendar can be enabled selectively for specific smart processes. Settings are applied individually for each direction (sales funnel). Users can select fields for display: a mandatory event start date field and an optional end date field. If the end date field is not specified, the element creation date is used. If the start date field is not specified, the creation date is also used.
The calendar integrates seamlessly with the CRM interface without modifying the Bitrix24 core. It opens via the standard element list toolbar and fully respects CRM user access rights.
This solution is suitable for planning work, services, or events. It is effective for managing schedules, shifts, visits, and tasks. The module is also useful for tracking contract deadlines, stages, and audits.
The 'Calendar for Smart CRM Processes' module is designed to visualize any processes where date-based tracking and temporal visualization are critical.
General iT can handle the implementation of “Calendar for CRM Smart Processes”, from installation to configuration and compatibility checks.