Calendar Settings: Drag & Drop Settings

In this section, select the CT CPG Activity record type that will be used to create a new CT CPG Activity record by a drag-and-drop.

  • Select a profile to whom the drag-and-drop is enabled. If you do not have any configured profiles, the Global setting will be displayed in the field and will be applied to all non-configured profiles.

  • The custom record types are also available to a drag-and-drop.

    Settings Drag and Drop Settings

Use the drag-and-drop action on the Table View tab by selecting an Account or Contact record from the list view table.

Use the drag-and-drop action on the Hierarchy View tab by selecting an Account or Contact record from the hierarchy tree.

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