Filtering Appointments
Use filters to determine which appointments are displayed in the calendar.
To filter the calendar entries, select a general or rep filter from the drop-down lists in the sidebar to restrict the display to only those appointments that meet the filter criteria or where the selected reps are entered:
The predefined filter "no emails, no missed" allows you to hide e-mails and missed appointments. Furthermore, only absences entered for the current year and only open tasks are displayed.
Note:
Activities of the type "E-mail" or not displayed in the calendar by default. If you wish to display these activities, contact your administrator to remove this fixed filter.
Defining General Filters
To define a filter:
- Click on (Define Filters and Filter Sets) in the sidebar. The Define Filters and Filter Sets window is displayed.
- Enable the check box next to the entries you wish to display in the calendar.
- Select Edit Filter from the context menu next to an entry to define a condition that needs to be met by entries of that type for them to be displayed in the calendar, see Conditions.
- To save your selection to be reused later, enter a name in the Rep
Set field and click on Save. The filter set is
saved. Note: The first value in the drop-down list has no name; however you can select this entry and change its settings. Changes made to this entry are saved automatically. To delete a filter set, select the desired filter from the drop-down list, click on (Define Filters and Filter Sets) and then click on Delete.
- Click on OK.
Defining Rep Filters
To define a rep filter:
- Click on (Reps and Rep Groups) in the
sidebar. The Reps and Rep Groups window is displayed.
- Enable the check boxes next to the reps or groups whose appointments should be displayed.
- To add additional reps to the list:
- Click on Add/Remove Reps. The Select Rep window is displayed, see Selecting Reps.
- Select the desired rep and click on OK.
- To save your selection to be reused later, enter a name in the Rep
Set field and click on Save. The rep set is
saved. Note: The first value in the drop-down list has no name; however you can select this entry and change its settings. Changes made to this entry are saved automatically. To delete a rep filter set, select the desired filter from the drop-down list, click on (Reps and Rep Groups) and then click on Delete.
- Click on OK.