Features

• Contact CRM page - view and add events

• Dashboard Calendar widget - view this week’s events

• Installs Dashboard - view month calendar and add Install Tasks

• Quote Install Manager - add Install Tasks

Setup

You simply click the links on the Dashboard, CRM or Install pages to log in to your Google account.

Setup Google Workspace for a team

Create a Google Workspace account to share calendars and enable editing of team mates' calendars.

Setting Up Google Workspace: https://support.google.com/a/answer/6365252?product_name=UnuFlow&hl=en&visit_id=637801445772426500-3895847218&rd=1&src=supportwidget0&hl=en

Create an account for each user: https://support.google.com/a/answer/179832?product_name=UnuFlow&hl=en&visit_id=637801445772426500-3895847218&rd=1&src=supportwidget0

Sharing Calendars

Sharing a calendar with team members: https://support.google.com/calendar/answer/37082?hl=en#zippy=%2Csee-how-to-share-your-calendar-with-a-person-or-group

Creating Group Calendars: https://support.google.com/a/answer/1626902?product_name=UnuFlow&visit_id=637801445772426500-3895847218&rd=1&src=supportwidget0

Setting an Email Alias

Add your business email as a secondary email and set as from and reply email address: https://support.google.com/mail/answer/22370?hl=en#zippy=%2Ci-cant-find-my-confirmation-email%2Cmy-recipients-see-my-gmail-address%2Cchange-default-from-address%2Cchange-default-reply-to-address%2Cselect-a-secured-connection%2Cmy-other-mail-service-doesnt-support-ssl-or-tls

Editing Google Calendar events

This can be done by anyone who is invited to the event, otherwise read only for any other user.