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  • Change Calendar filter

    Hi there,

    I have a question, is it possible to change the Calendar filter (see attachment)? There are three options by default: "Meetings", "Calls" and "Tasks". Is it possible to add some more, let's say "Account", "Contact", "Case" etc.?

    Thanks,
    Laimonas
    Attached Files

  • #2
    Hello Laimonas,

    The default calendar displays "Meeting", "Calls", "Tasks" and all this is Entity "event type".
    Why display an account or contact in the calendar?

    You can experiment and create a custom Entity "event type".
    And then add it to it in your calendar.
    Administration > Settings - > Calendar Entity List. + Add the your new entity

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    • #3
      Thanks, Den, I will try to do that! The idea was to filter Tasks by related Account (to see tasks only of a particular Account), as we can do that in the Tasks entity.

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