Displaying Activities in the Calendar
Learn how to display activities on calendar.
To display the calendar:
- Tap on
and select Activities.
Activities are displayed in month view by default.
The activity types are color-coded.
- You can:
- Switch between day, week and month view.
You can also double-tap to switch from one view to the next one, i.e. if you double-tap in the month view, you switch to the week view or from the week view to the day view.
- Tap on
(Filter) to select the desired filter. By default, you can limit the hits by type or start date.
- Tap on the month displayed in the upper left corner (
) and select the desired date. Tap on Today to switch to the current date. The current date is marked with an orange bar.
- Tap on
to select the desired rep(s) whose activities you want to display in the calendar.
- Tap on
to select the iPad calendars you want to display in the CRM.pad calendar.
- Switch between day, week and month view.