Checking a Colleague’s Calendar

The ability to check a colleague’s calendar depends on your security profile. If you have the appropriate rights, you can check calendars via My CRM or you can check them while you are scheduling a meeting.

To check a colleague’s calendar via My CRM:

1. Open the My CRM | Calendar tab.
2. Type the first few letters of the user’s name in the Find field in the context area at the top of the page.
3. If there is more than one match, select the name from the My CRM For list. Otherwise, the name appears in the My CRM For field automatically.
4. Click on the right-pointing arrow beside the My CRM For field.

Your colleague’s calendar is displayed.

To check a colleague’s calendar while you are scheduling a meeting:

1. Begin creating the meeting in the normal way.
2. Review the Meeting Planner panel on the Enter New Appointment page.
3. Any conflicts with the current meeting are highlighted in red. Hovering over the overlap shows the details of the meeting.
4. After you have made adjustments, save the meeting in the normal way.

Go to Appointments and Tasks home page...

See Also:

Scheduling a Task for a Colleague

Meeting Planner