PandaIDX

Calendar

Visual month view of every event, task, and birthday tied to your CRM. Create events with location autocomplete, link them to contacts or deals, and color-code by type for quick scanning.

What is the Calendar?

The Calendar is a month-grid view of everything happening in your CRM — meetings, showings, closings, tasks with due dates, and contact birthdays. Each entry is color-coded and clickable.

One calendar, every CRM signal. Events you create here, plus tasks scheduled with a date, all show up on the same grid. Click any item to open its details on a popover.

Open Calendar

Sidebar → CRM → Calendar.

Create something

Click Create → pick Event or Task.

The Month view

A standard month grid. Top bar:

  • Today — jump back to this month.
  • ◀ ▶ — previous / next month.
  • Month Year picker — click the title (e.g. "January 2026") to open a popover and jump to any month/year (range goes back to 2020 and forward indefinitely).
  • Mouse wheel — scrolling on the grid also pages through months.
  • All-day bar — at the top of the grid, all-day events sit here so they don't crowd time slots.

Each event/task on a day is a colored chip. Click any chip to open a popover with the full details.

Creating an event

1

Click "Create" → "Event"

2

The Create dropdown is in the top bar. Pick Event to open the event dialog.

3

Fill in the basics

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  • Title (required) — "Showing — 123 Oak St".
  • Description (optional) — agenda, prep notes.
  • Location — type to search (Google Places autocomplete). The address attaches to the event so you have driving directions in one click.
  • Start / End Date.
  • All Day toggle — if on, the event sits in the all-day bar.
  • Start / End Time — for timed events.
  • Color — pick from the color picker for visual grouping.
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Attach the event to a contact or to a deal. Once linked, it surfaces on that contact/deal too — and you can jump to either from the popover.

7

Save

8

The event lands on the day you picked, color-coded.

Creating a task from the calendar

You can also create a task directly from the Calendar. Click Create → Task. The standard task dialog opens. Set a due date and the task appears on the grid alongside events.

This is the fastest way to schedule a follow-up call for "next Tuesday at 10am" without leaving the Calendar view.

Linking to contacts & deals

Every event has a context field that's either contact or deal, plus a contextRef pointing to the specific record. The benefit:

  • From the contact sheet → see every event you've scheduled with this person.
  • From the deal → see every showing, meeting, or closing-related milestone.
  • From the calendar popover → click the contact/deal name to jump to their full profile.

Tie everything to a contact or deal when possible. It costs you a click during creation and saves you searching later — and it builds a real timeline of activity per relationship.

Event colors

Each event has a custom color (any hex). Use this to group by type at a glance:

  • 🟢 Green — closings
  • 🔵 Blue — buyer showings
  • 🟣 Purple — listing appointments
  • 🟠 Orange — open houses
  • ⚪ Gray — internal / admin

That's just one convention — pick whatever scan-pattern works for you. The color shows on the chip in the grid and on the popover.

Quick Reference

  • Open Calendar — Sidebar → CRM → Calendar
  • Today — Today button in top bar
  • Jump months — ◀ ▶ arrows or click the month title
  • Create event — Create → Event
  • Create task on calendar — Create → Task
  • Open an event — click the chip → popover
  • Link to a contact — event dialog → context: contact
  • Link to a deal — event dialog → context: deal
  • All-day toggle — event dialog → All Day