Manage Activities on the Hierarchy View Tab

When the administrator customized the CT CPG Activity display on the Settings tab and created the list views on the List View tab, a representative can create a CT CPG Activity record related to the Account or Contact record on the Hierarchy View tab.

Planning CT CPG Activities with a Left-click

Enable the left-click action in the Calendar Settings: Calendar Setup section.

To create a CT CPG Activity:

  1. Go to Calendar → Hierarchy View.

  2. Left-click on a cell in the Calendar grid.

  3. In the open pop-up, select a record type from the picklist and click Select.

  4. If customized, fill out fields in the CT CPG Activity Creation pop-up and click Create.

  5. Click Save on the Hierarchy View tab.

The CT CPG Activity is created.

  • According to the Invert click logic checkbox and the specified layout, click/double-click the CT CPG Activity record to open the CT CPG Activity details page.

  • According to the Invert click logic checkbox, click/double-click the CT CPG Activity record to delete it.

  • If enabled, drag-and-drop the CT CPG Activity on another day.

  • Drag the bottom border of the CT CPG Activity record to change its duration.

duration change

Planning CT CPG Activities with a Right-click

The administrator should add available record types in the Calendar Settings: Customize Context section.

To create a CT CPG Activity:

  1. Go to Calendar → Hierarchy View.

  2. Right-click on a cell in the Calendar grid.

  3. Click the appropriate record type from the actions.

  4. If customized, fill out fields in the CT CPG Activity Creation pop-up and click Create.

  5. Click Save on the Hierarchy View tab.

The CT CPG Activity is created.

  • According to the Invert click logic checkbox and the specified layout, click/double-click the CT CPG Activity record to open the CT CPG Activity details page.

  • According to the Invert click logic checkbox, click/double-click the CT CPG Activity record to delete it.

  • If enabled, drag-and-drop the CT CPG Activity on another day.

  • Drag the bottom border of the CT CPG Activity record to change its duration.

duration change

Planning CT CPG Activities with a Drag-and-drop

The administrator should allow a drag-and-drop action for the user profile in the Calendar Settings: Drag & Drop Settings section.

To create a CT CPG Activity:

  1. Go to Calendar → Hierarchy View.

  2. In the View field, select a list view and click Go.

  3. Drag-and-drop the appropriate Account or Contact record to the cell in the Calendar grid.

    • Click the Plus button next to Account record to open the list of its Contact records.

      drag and drop hierarchy

  4. If customized, fill out fields in the CT CPG Activity Creation pop-up and click Create event.

    If the Use target frequency option enabled and the representative drag-and-dropped an Account record that has an assigned Target Frequency record, the CT CPG Activities will be created for Contacts of this Account.

  5. Click Save on the Hierarchy View tab.

The CT CPG Activity is created.

  • According to the Invert click logic checkbox and the specified layout, click/double-click the CT CPG Activity record to open the CT CPG Activity details page.

  • According to the Invert click logic checkbox, click/double-click the CT CPG Activity record to delete it.

  • If enabled, drag-and-drop the CT CPG Activity on another day.

  • Drag the bottom border of the CT CPG Activity record to change its duration.

duration change

Planning CT CPG Activities with a Mass Action

The administrator should allow mass actions for the user profile in the Calendar Settings: Mass Actions section.

Mass Actions: Copy and Move

To manage CT CPG Activity using a mass action:

  1. Go to Calendar → Hierarchy View.

  2. Right-click a cell on the Calendar grid.

  3. Click the appropriate mass action from the actions.

    • Copy: to copy activities of the day (where you click the cell) or of the whole week, if enabled.

    • Move: to move activities of the day (where you click the cell) or of the whole week, if enabled.

  4. If the Day and Week option enabled, click Day or Week in the pop-up to apply the mass action for CT CPG Activities of a single selected day or of the whole week started from the selected day.

  5. In the next pop-up, select a day to copy or move CT CPG Activities to that day or to the week started from the selected day, and click Copy events/Move events.

  6. Click Save on the Hierarchy View tab.

CT CPG Activities are copied or moved.

Mass Actions: Delete

To manage CT CPG Activity using a mass action:

  1. Go to Calendar → Hierarchy View.

  2. Right-click a cell on the Calendar grid.

  3. Click the Delete action from the actions.

  4. If the Day and Week option enabled, click Day or Week in the pop-up to delete CT CPG Activities of a single selected day or of the whole week started from the selected day.

  5. Click Delete events.

  6. Click Save on the Hierarchy View tab.

CT CPG Activities are deleted.

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