Calendar Settings: Drag & Drop Settings

In this section, select the Pharma Activity record type that will be used to create a new Pharma 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.

    58829074

  • 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.

  • Additionally, enable the Use target frequency option.

``