Change Calendar filter

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  • Laimonas
    replied
    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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  • DEN
    replied
    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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  • Laimonas
    started a topic Change Calendar filter

    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
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