Manage Activities on the Employees Calendar Tab

Table of Contents

A supervisor can create a Joint Visit record to one of their representative’s Pharma activity on the Employees Calendar tab, if:

the administrator customized the Pharma Activity display on the Settings tab and created the list views on the List View tab;
a representative created a Pharma Activity record related to the Account or Contact record on the Table View or Hierarchy View tab.

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Planning Joint Visits with a Left-click

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

To create a Joint Visit:

Go to Calendar → Employees Calendar.
In the Select user field, select the representative and click Go.
- Representatives are grouped by user roles.
- Select the Use employee timezone checkbox if needed.
Left-click on a cell in the Calendar grid next to the representative’s Pharma Activity record.

We recommend to set up a color for another user’s activities.
In the open pop-up, select a Joint Visit record type from the picklist and click Select.
If customized, fill out fields in the Joint Visit Creation pop-up and click Create.
Click Save on the Employees Calendar tab.

The Joint Visit is created.

According to the Invert click logic checkbox and the specified layout, click/double-click the Joint Visit record to open the Joint Visit details page.
According to the Invert click logic checkbox, click/double-click the Joint Visit record to delete it.
If enabled, drag-and-drop the Join Visit record on another day.
Drag the bottom border of the Joint Visit record to change its duration.

Add available record types in the Calendar Settings: Customize Context section.

To create a Joint Visit:

Go to Calendar → Employees Calendar.
Right-click on a cell in the Calendar grid next to the representative’s Pharma Activity record.

We recommend to set up a color for another user’s activities.
Click the Joint Visit record type from the actions.

We recommend restricting the available record types on the Employees Calendar tab.
If customized, fill out fields in the Joint Visit Creation pop-up and click Create.
Click Save on the Employees Calendar tab.

The Joint Visit is created.

According to the Invert click logic checkbox and the specified layout, click/double-click the Joint Visit record to open the Pharma Activity details page.
According to the Invert click logic checkbox, click/double-click the Joint Visit record to delete it.
If enabled, drag-and-drop the Joint Visit record on another day.
Drag the bottom border of the Joint Visit record to change its duration.

Allow mass actions for the user profile in the Calendar Settings: Mass Actions section.

To manage Joint Visits using a mass action:

Go to Calendar → Hierarchy View.
Right-click a cell on the Calendar grid.
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.
If the Day and Week option enabled, click Day or Week in the pop-up to apply the mass action for Pharma Activities of a single selected day or of the whole week started from the selected day.
In the next pop-up, select a day to copy or move_Joint Visits_ to that day or to the week started from the selected day, and click Copy events/Move events.
Click Save on the Employees Calendar tab.

Joint Visits are copied or moved.

To manage Joint Visits using a mass action:

Go to Calendar → Hierarchy View.
Right-click a cell on the Calendar grid.
Click the Delete action from the actions.
If the Day and Week option enabled, click Day or Week in the pop-up to delete Joint Visits of a single selected day or of the whole week started from the selected day.
Click Delete events.
Click Save on the Employees Calendar tab.

Joint Visits are deleted.