Events, Appointments, Marketing Opportunities and Tasks.
The calendar displays Events, Appointments and Tasks/Activities for any resource/staff member available to your user.
- If only one user is selected, the calendar Appointments, Events, Tasks/Activities and Marketing Opportunities will appear in their default color
- If there is more than one user selected, the Appointments, Events, Tasks/Activities and Marketing Opportunities will appear in their respective calendar color.
- Users can select other users to view their Events, Appointments and Tasks/Activities and Marketing Opportunities.
- Can change the view of the calendar to be Month, Week, Day or List view.
- Appointments, Events and Tasks/Activities and Marketing Opportunities can be filtered by selection.
- Calendar events are queried by the current visible month. Navigating to a new month causes the entire months of data to be refreshed for each user selected.
- Tasks/Activities that are considered automated (auto send for Email Out and Text out) are intentionally filtered out and should not appear on the calendar. They are intentionally filtered out to keep the Calendar lean (MarketSharp only).
- Can only view a maximum of 20 other Staff/Employee calendar entries.
- Marketing Opportunities are displayed by their due date.
- Only Events are allowed to be deleted. Recurring Events in MarketSharp cannot be deleted.
General Events
General (non-recurring and non-google) events are able to be added and updated. The signed in user will be selected by default and cannot be changed.
Recurring Events
Recurring and Google events are supported, but they are not able to be edited. Must be created from the web application, they will show for users that the Recurring Event is assigned to in RemodelerGo.
Business Hours
The default business hours for the calendar starts at 7am. When there are events outside of business hours, the user may need to scroll to see the event(s).
MarketSharp allows the business hours on the calendar to be configured at Admin > Company Setup > Calendar but the day will always start at 7am in the mobile app.
Viewing Others Calendars
Given proper permissions, users can view others calendars to display multiple calendars in one view.
MarketSharp
- In MarketSharp go to: Employee Maintenance > Choose Permissions for an Employee > Feature Permissions > Calendar Tab > Resource Groups
- For each group that is selected, those are the groups the current user see their groups calendars.
Salesforce Classic
- In Salesforce Classic, anyone with a specific profile and can see all Staff records calendars.
- Will only see Active Staff records based on the Staff Objects Active formula field.
- The org needs to have the following Custom Attributes on the RemodelerGo Connected App (Setup > Connected Apps > RemodelerGo > New Custom Attributes)
- Attribute Key, case sensitive: profileNameAssigned
- $Profile.Name
- Attribute Key, case sensitive: seeAllCalendarProfiles1
- $Setup.i360__Public_System_Settings__c.i360__Mobile_See_All_Calendar_Profile1__c
- Attribute Key, case sensitive: seeAllCalendarProfiles2
- $Setup.i360__Public_System_Settings__c.i360__Mobile_See_All_Calendar_Profile2__c
- Attribute Key, case sensitive: seeAllCalendarProfiles3
- $Setup.i360__Public_System_Settings__c.i360__Mobile_See_All_Calendar_Profile3__c
- Attribute Key, case sensitive: seeAllCalendarProfiles4
- $Setup.i360__Public_System_Settings__c.i360__Mobile_See_All_Calendar_Profile4__c
- Attribute Key, case sensitive: seeAllCalendarProfiles5
- $Setup.i360__Public_System_Settings__c.i360__Mobile_See_All_Calendar_Profile5__c
- Go to show all tabs (click the + sign in the top navigation bar) > Settings > Mobile tab. In the "Profiles that can view all Calendars", select the Profiles that can see all Staff records calendars.
- Note: The values selected will be saved in the Custom Setting for Public System Settings fields for Mobile See All Calendar Profile1 through Mobile See All Calendar Profile5
- Any user that has a Profile selected in those fields will be able to see all Staff records calendars.
- Marketing Opportunities are only for Salesforce Classic and do not apply for MarketSharp.
MarketSharp Notes
- If your calendar fails to load or is unable to toggle between weeks/days, this is due to missing required information for one of your calendar events. Please check recently created calendar events and ensure they have all required data (start date, end date, negative duration values, etc).
- Appointment and Activity visibility of other users are determined by the View Contact Permissions of the signed in user.
- Available resources that a user can select are determined by the user's calendar permissions.
- Hide in Calendar field for Appointments only hides the Appointment from the Calendar only, still can show up on Map, List views and related items. Field can be used to hide a cancelled Appointment versus removing the Sales Rep or resulting as cancelled.
- Additional Resources
- When a Sales Appointment, Production Task or Service Order is created, a corresponding calendar Event is created. Although the the Sales Appointment has a Sales Person 1 and 2, and the Production Task and Service Order has an Assigned To field, the calendar Event has a field for Additional Resources. When the corresponding calendar Event has an Employee as an Additional Resources, the Event will show up on the persons calendar.
- When viewing other Employees calendars, if they are an Additional Resource, the Event will show up for the Employee.
- Since the Event is a reflection of the Production Task or Service Order, it is possible the two entities may become out of sync or cause other confusion since may be looking at the Event for an Employees vs the actual Production Task or Service Order.
- When a calendar Event is for an Additional Resource for an Appointment, Production Task or Service Order, it will not appear in the users Appointment or To-Do Today list since it is the calendar Event itself vs the actual assignment/entity.
- Icons
- People icon: Shows when more than 1 person is assigned included Additional Resources for Events
- Recurring icon: Shows when a calendar Event is part of a recurrence series
- Recurring with slash through icon: Shows when a calendar Event was part of a series but the Event has an exception, edited as a one off in the series.
- Recurring Events
- There is a rare instance where if an occurrence is deleted from desktop and the browser timezone does not match the company timezone, the occurrence will not be removed from the calendar.
- Recurring Events cannot be deleted and user will see message that deleting a recurring event.
- Google Events
- Events synced from a personal Google Calendar can not be deleted.
Salesforce Classic Notes
- A check mark with appear next to the Appointment title when the Confirmed On date field is set.
- Appointments Resulted as Cancelled will not show on the calendar but will show in the list of Appointments for today and Map. If the Cancelled Appointment is tapped on, it will show as Cancelled on the Appointment Detail screen.
- Project Activities of type Task and Appointment both show up on the calendar.
- The associated Task of the Project Activity does not show up.
- Project Activities of type Task must have a Due Date to display.
- Project Activities of type Appointment must have a Start Date to display.
- Calendar Events that are marked as private cannot have any related entity and will be removed to prevent save from failing
- Only the first 200 Events and first 200 Tasks will be displayed on calendar to help alleviate large data set performance problems.
- Mobile Days Back settings determine how many days are loaded on the Calendar. Default value is 30 Days. Check Public System Settings for Mobile Days Back settings for Appointments, Marketing Opps and Project Activities.