The fastest way to get started is by using “Sample Templates”. From ribbon, click button “Create Sample Templates”. This will create the sample templates for:
- Activity Calendar:
Resource: User
Events: Task, Phone Call, Email, Service Activity, Holidays, Availability
Mapping Field between Resource (Users) and Events (Activities) is: Activity Owner
Mapping Field between Resource (Users) and Events (Availability) is: Regarding (populated by User)
Mapping Field between Resource (Users) and Holidays is: None
Calendar View: Calendar
Timescale View: Month - Conference Room Calendar:
Resource: Conference Rooms
Events: Room Bookings, Availability, Holidays
Mapping Field between Resource (Conference Rooms) and Event (Bookings) is: Regarding (populated by Conference Room)
Mapping Field between Resource (Conference Rooms) and Event (Availability) is: Regarding (populated by Conference Room)
Mapping Field between Resource (Conference Rooms) and Event (Holidays) is: None - Service Activities Calendar:
Resource: User
Events: Service Activity, Appointment, Task, Holidays, Availability
Mapping Field between Resource (Users) and Events (Activities) is: Activity Owner
Mapping Field between Resource (Users) and Events (Availability) is: Regarding (populated by User)
Mapping Field between Resource (Users) and Holidays is: None
Calendar View: Timeline
Timescale View: Week
There are few additional steps to be done once these sample templates have been installed:
- Open calendar template record.
- In Tab “General Settings”: Select Default Event Table (for new items): When trying to create a new event in calendar… the selected table form will open up by default.
- In Tab “Calendar Default Settings”: browse to section “Select Teams”. Here select the teams. You can then select one of the team and click button “Set Default”.
Now when calendar loads… it will automatically select the default team and its members.
