MX Calendar: Difference between revisions
From MobileX for SageCRM
Crmtogether (talk | contribs) No edit summary |
Crmtogether (talk | contribs) No edit summary |
||
| (4 intermediate revisions by the same user not shown) | |||
| Line 13: | Line 13: | ||
[[File:mx52cal2.png]] | [[File:mx52cal2.png]] | ||
1. Edit the appointment | 1. Edit the appointment | ||
---- | ---- | ||
| Line 20: | Line 20: | ||
You can only extend the screen. | You can only extend the screen. | ||
To do this Create a screen on the communication entity called "apptofficeintnew" and add in any extra fields you want. These will appear at the bottom of the dialog. | To do this Create a screen on the communication entity called "apptofficeintnew" and add in any extra fields you want. These will appear at the bottom of the Edit dialog. | ||
---- | |||
Since 5.2.2.5 | |||
If you update the view on 'apptofficeintnew' to be 'vCommunication' you can see the comm_link fields and add in 'cmli_comm_companyid' which will allow you change/assign the company context. | |||
You can also add in the 'cmli_comm_personid' and this is linked to the 'cmli_comm_companyid' field. | |||
Latest revision as of 09:49, 19 January 2024
Calendar
1. Select the user (only shows if permissions allow this)
2. Add a new appointment
3. Change the calendar view to week/month etc
1. Edit the appointment
Customising the screen
You can only extend the screen.
To do this Create a screen on the communication entity called "apptofficeintnew" and add in any extra fields you want. These will appear at the bottom of the Edit dialog.
Since 5.2.2.5
If you update the view on 'apptofficeintnew' to be 'vCommunication' you can see the comm_link fields and add in 'cmli_comm_companyid' which will allow you change/assign the company context.
You can also add in the 'cmli_comm_personid' and this is linked to the 'cmli_comm_companyid' field.
