Filtering appointments by user, action, and status

You can view appointments assigned to a particular Sage CRM user. You can also filter appointments to display those with specific action or status.

To view appointments assigned to another Sage CRM user, you need to have sufficient rights in Sage CRM. For more information, contact your system administrator.
  1. Click My CRM | Calendar.

  2. Click one of the following calendar views:

    • Day
    • Work Week
    • Week
    • Month
    • Agenda

    For more information about calendar elements, see About calendar.

  3. If you are on the Agenda view, from Type, select Appointments Only.
  4. Search for and select the Sage CRM user whose appointments you want to view:
    1. In the Find text box in the top left corner, type the name of the user.
    2. If My CRM for list is not updated automatically, click to find the user.
    3. Select the user from the My CRM for list, and then click .
  5. The calendar displays appointments for the user.

    Recurring appointments are marked with .
    For more information, see Configuring recurrence for an existing appointment.

  6. If necessary, filter the appointments:
    • To filter appointments by action, select the action type from Action.
    • To filter appointments by status, select the status from Status.