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Calendar and Home page

Last post 10-19-2011 8:49 AM by Method_Michael. 1 replies.
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  • 10-18-2011 3:17 PM

    Calendar and Home page

    Is there anyway to have a custom home page that has both your activities and opportunities list on the same page? And is there a way to cusumize your calendar other than week,month, ect, even better is there a way to sync to google calendar? I would love for my activities to sync to my google/blackberries calendar without double entry. Im never in the office and the mobile app is slow.

  • 10-19-2011 8:49 AM In reply to

    Re: Calendar and Home page

    Answer

    Woodweld-


    It is possible to displays both the Activities and Opportunities on the same screen and make that screen the first screen that a user sees when they login. You would basically be putting 2 grids on the screen, one for Activities and one for Opportunities.

    You can customize what is displayed on the calendar if you make a copy of the screen and edit it.

    If you use Outlook and have the Method Outlook plug-in installed and Google apps sync, you could use the outlook plugin to bring Activities into your Outlook calendar which Google sync will pick up and sync to your online Google calendar. This should work but it's not a perfect solution. I am going to suggestion watching our webinars found HERE, they cover customization and the Outlook plug-in.

    -Michael 

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
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