Managing the Schedule Workspace
Scheduled Item Definitions
Schedule Items are the activities that will appear directly on your calendar in G5. You can create them on the Activity Tab of Records, Opportunities, or Service Requests. Or you can create them directly on any Calendar screen. When listed in G5 they ...
How to Set Permissions for Another User to Delegate Schedule Items to You
Advisors supported by a team often leave scheduling their meetings to one of their assistants. In order to allow those assistants to do so, the advisor first sets the Delegate Access permissions. Go to the Schedule workspace. Click More Actions and ...
How to Create a Schedule Item from the Calendar
Go to the Schedule workspace. Click on the date and/or time on the calendar that you want your Scheduled Item to be. Then choose the type of Schedule Item you want to make from the list. The Description field will be the text you see in lists of ...
How to View Other Users Calendars
By default, only your own calendar can be seen on the Schedule workspace. However, you can access all other User’s calendars. To do so: Go to the Schedule workspace. Click Edit in the Schedules section. Check the boxes next to each calendar you want ...
Changing Schedule Views
You can toggle between schedule views in the main calendar by clicking the More Actions button in the main calendar toolbar and selecting one of: Today Day Workweek (five day work week, Monday to Friday) Week (7 day calendar week, Sunday to Saturday) ...
The Schedule Workspace
The Schedule Workspace is the CRM’s calendar. The Monthly Reduced Calendar shows you the days of the month. It indicates today’s date with a blue circle and highlights the days the main calendar is focused on in green. Schedules allows you to choose ...