Legacy Calendar Management

In this section:

Configure Calendar for managing activities.

Calendar Tab Settings

By default, the following Calendar Tab Settings record is applied for the whole Salesforce organization.

Calendar Tab Settings by default

Create new Calendar Tab Settings records for required user roles, for example, representatives and supervisors.

The Pharma Calendar page

The Table View tab is shown by default with four list views: All Accounts, All Contacts, My Target Accounts, My Target Contacts.

Pharma Calendar Interface by default

The Settings tab on the Pharma Calendar page

On the Settings tab, the Alpha and Beta user divisions are available. The Alpha user division is set by default.

The administrator must have access to the CTPHARMA__Reference__c object.

The following settings are defined by default for the Alpha user division and stored in the Planning Calendar Settings record:

  • In the Target Frequency section, the Use target frequency option is selected. To set up the Target Frequency records, go to the Configuring Targeting and Marketing Cycles section.

  • The Week view is set for the calendar grid.

  • The working hours are from 9:00 to 18:00 in the 24-hour time format.

  • For the Hierarchy tab, the Account and Contact fields are specified.

  • The corresponding color is assigned to each of the available Activity statuses.

  • There are icons, durations by default, and the assigned Activity Report page to view the detailed Activity information for available Activity record types.

  • The pre-configured tips for Event (Activity), Account, and Reference objects are enabled by default.

  • There are pre-configured Event Creation Windows for available Activity record types.

  • The Visit record type of the Activity object is set for the drag-n-drop Activity creation.

  • Mass actions can be performed only in the Day view.

Configuring Calendar

The Calendar functionalities are used to manage CT CPG Activity records.

Follow the guidelines to customize the Calendar view according to user division categories.

  1. Grant users access to the required CT CPG Calendar’s functionality. Users should have access to the Planning Calendar Settings object.

  2. To display Calendar tabs in the non-English language, add the Calendar Locale field to the User object layout and specify the required language. Also, the current user’s language affects Calendar tabs.

  3. Specify Calendar tabs for each user type.

  4. On the Settings tab, customize the Table View and Hierarchy View tabs and available actions for each user division.

  5. Manage list views to filter records on the Table View and Hierarchy View tabs.

  6. Get familiar with the CT CPG Activity management on the Table View, Hierarchy View, and Employees Calendar tabs.

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