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New CRM Activity Calendar not showing everything

Last post 01-19-2012 9:58 AM by lrandall. 3 replies.
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  • 08-24-2011 9:59 AM

    • m.mehr
    • Top 50 Contributor
    • Joined on 06-01-2011
    • Henderson, NV
    • Posts 100

    New CRM Activity Calendar not showing everything

    The Task and Activity Calendar screen on the old Sales Center Dashboard tab shows all my activities, regardless of type.

    The new Activities Calendar on the Activities tab appears to only be displaying phone calls.

    Where is the filter that is limiting the types of activities showing up on my calendar?

    Michael J. Mehr, CPA.CITP
    michael@mehrcpa.com
  • 08-24-2011 12:35 PM In reply to

    Re: New CRM Activity Calendar not showing everything

    Answer

    Michael-

    You can change this by clicking on the ... next to the Actiivty Type drop down found in the new Activity CRM Screens(Activity > New Activity). You will see that there is a new option for Show on Calendar? check this for the Activity Types you want displayed on the calendar.

    -Michael

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
  • 08-24-2011 5:51 PM In reply to

    • m.mehr
    • Top 50 Contributor
    • Joined on 06-01-2011
    • Henderson, NV
    • Posts 100

    Re: New CRM Activity Calendar not showing everything

    Thanks, I was looking all over for this screen Smile

    Michael J. Mehr, CPA.CITP
    michael@mehrcpa.com
  • 01-19-2012 9:58 AM In reply to

    Re: New CRM Activity Calendar not showing everything

     Thanks for keeping this post up.  I thought I was going crazy.  It helps us new Method user to find stuff.

    Lana

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