FAQs in this section
Can I add other activity types to My Calendar?
Table of Contents
You can customize the calendar view by adding other activity types to the current list.
Follow these steps to add an activity type:
- Log in to your CRM account.
- Click the Calendar icon on the top right of the screen.
- Go to My Calendar on the left of the screen.
- Click the + icon next to My Calendar.
- Click the Select Module dropdown and choose a module.
- Click the Select Field dropdown and choose a field.
- Enable Fields For Range checkbox and select multiple fields from the dropdown to create a date range.
- Select any color under Select Calendar Color. All the records of this particular activity type will be displayed in this color on the calendar view.
- Click Save.
When you enable the checkboxes of the activity type, the respective records will be displayed on the calendar view on the right.
To know more about the Calendar page, click here.