It will include tabs for Task, Fax, Phone Call, Email, Letter, Appointment, Recurring Appointment, Service Activity, Campaign Activity, Bookable Resource Booking and Custom Activity. You can configure all the activities individually.
Each of the activity tab will contain following fields:
– Enable: You can enable the activity to display any activity in the calendar by default.
Personalization
– Color Configuration: You can select the default color for the activity to be displayed in the calendar.
– Custom Color Configuration: You can select the custom color configuration from “None”, “By Status” or “By Priority”.
Layout Customization
– Hover Settings: Select the field to be displayed whenever someone hovers on the Calendar event.
– Start Date: View the activities on the calendar based on the selection of its action. Select the action for the Start Date.
– Title Settings: You can select the title attribute to be displayed as the title of activity in the calendar. The ‘Title Attribute’ comes with the default selection of the Subject attribute. You can select only one attribute from the list of different attributes.
– Pop-up Settings: Select the field to be displayed whenever someone clicks on the Calendar event.
– End Date: View the activities on the calendar based on the selection of its action. Select the action for the End Date.
– Buttons Configuration: Select the action buttons that you need to include in the calendar. These action buttons are the ones which if enabled lets you perform those actions directly from the calendar.
Action Buttons (Buttons Conf.)
All the following activities have different action buttons to perform:
Here activities like Task, Fax, Phone Call, Letter, Appointment, Service Activity, Custom Activity have actions buttons for:
> Convert to Opportunity > Convert to Case > Mark as Complete > Mark as Cancel
Note: Different activities will have different action buttons (button configurations). You will get the Buttons Configuration as per the configuring the specific activity.
All the following activities have different action buttons to perform:
– Email Activity: ‘Email’ has Convert to the Lead button.
– Recurring Appointment: ‘Recurring Appointment’ activity has an End Series button in addition.
– Campaign Activity: ‘Campaign activity’ has a Close Campaign Activity button in addition.
– Bookable Resource Booking: ‘Bookable Resource Booking’ has an Activate and Deactivate button.
After configuring all the activities, click on the Save button to save the configuration.