The calendar helps you get organized and spend less time scheduling your week. You can display records from different Apps in one centralized view. The calendar can be accessed by clicking the calendar icon in the top navigation bar.
To get started you need to select the Apps which you want to display in the calendar. When you click 'Add more' you can tick the Apps you want to display.
A maximum of 12 Apps can be shown simultaneously in the calendar.
When an App is added to the calendar, a 'Link to User' Field in that App is used to filter the records displayed. The Users selected here will determine which records are displayed in the calendar based on the 'Link to User' Field selected for each App.
When you choose the 'Unassigned' option, all records which have no one assigned in the 'Link to User' Field will be displayed.
Example: In the image below the Responsible and Interviewer Link to User Fields are used for the Contacts and Interviews App respectively. 'Dakota Hill' is the only User selected in the 'Viewing calendars of' section. This means that only these records will be displayed:
In most cases, when you add an App, the settings are selected automatically. However you can still configure the settings yourself. Just click on the icon to configure the App settings.
Type above and the results will be displayed here.