The calendar

A calendar view of dates that concern you — due dates, milestones, and booked meetings, where the firm shares them with its customers this way.

When you would use this: to see what is coming up at a glance instead of checking each project or invoice in turn.

Steps: open "Calendar" and browse by month. Select an entry to open the record behind it — an invoice's due date, a project milestone, or a meeting.

When it refuses: "Calendar" missing from your menu means this firm has not switched it on for customers; the same dates are still available on each item's own page.