Resources

The calendar is separated in two: Resources Calendar and Customer Calendar.

 

To view the navigate to ‘Resources’ section on the left-hand side of the calendar

 

Resource Calendar: “User/Teams”, “Resource Booking” and “Facilities/Equipment” resources can be found in Resource Calendar.

 

If User/Teams option is selected as resource, it displays list of users in multiple selection dropdown. User/Teams is a user and a member of your organization.

 

If you have selected the User/Teams as “Resources”, the list will be displayed, and you can enable/disable the Users/Teams by selection.

 

If Business Unit option is selected as “Resources”, it displays the business units of the organization like departments or divisions that have separate products, customers, and marketing lists.

 

If Bookable Resource option is selected as “Resources”, it displays list of Bookable Resource in multiple selection dropdown. A Bookable Resource in Field Service is anything that needs to be scheduled. Scheduling Board for Field Service & Project Service Automation.

 

If Facilities/Equipment is selected as “Resources”, it displays list of facility/equipment in multiple selection dropdown. If the resource is a physical space that needs to be scheduled, such as a building or room, select Facilities/Equipment.

 

 

As you select the “Resource”, you will get the records based on that.

 

Customer Calendar: You will get “Accounts” and “Contacts”.

 

If Contact is selected as resource, it displays list of contacts in multiple selection dropdown. These are available only when contacts are selected from the dialog box.

 

If Account is selected as resource, it displays list of accounts in multiple selection dropdown. These are available only when accounts are selected from the lookup dialog box.

 

 

Based on Customers selection, activities in the calendar will be displayed.

 

Note: Only the system administrator can view the calendar along with the activities of all the users or resources. Other users can view the calendar of only their team or an individual depending on their respective role.

 

– Activities that have account or contact mentioned within regarding field, those activities are viewed in calendar upon selection of that account or contact, respectively.

 

 

Post a Comment