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:
- Open the My CRM | Calendar tab.
- Type the first few letters of the user’s name in the Find field in the context area at the top of the page.
- 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.
- 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:
- Begin creating the meeting in the normal way.
- Review the Meeting Planner panel on the Enter New Appointment page.
- Any conflicts with the current meeting are highlighted in red. Hovering over the overlap shows the details of the meeting.
- 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