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the professional services calendar....shows an appt differently than the Call center calandar....I had an appt that listed Gary as appointee and in Prof Services it listed PCS.....

Fran

Hi Fran,

The Sales Center, Call Center calendars as well as those found in our industry specifics apps such as Field Services and now Professional Services are all built off the same activity table. Each calendar serves a specific purpose and may be filtered to show specific information. For example, the Calendar found in Professional Services is filtered to only show ‘Services’ which are activities entered through this app.

If you go to the Customer List screen (which I plan to add under the Professional Services tab) and select a customer, you can view ALL of their activities regardless of type from the activities section.

I maybe wrong but it sounds like these are two different activities you are referring to. Can you confirm this?