Viewing appointments for a team
To view appointments assigned to a team, you need to have sufficient rights in Sage CRM. For more information, contact your system administrator.
  1. Click Team 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. In the top left corner, from the Team CRM for list, select the team whose appointments you want to view.
    To view appointments for all existing teams, select All Teams.
    To view appointments not assigned to any team, select --Unassigned--.
  5. Optionally, you can filter the appointments in the list:
    • To filter appointments by action, select the action type from Action.
    • To filter appointments by status, select the status from Status.

    Each appointment is marked with an icon indicating its action. For more information about these icons, see Details panel. Recurring appointments are marked with .

  6. To open an appointment, double-click it.
When you are in the Timeline, Day, Work Week, Week , or Month view, you can click an appointment to view its detailed summary without leaving the current calendar view.