Customizing calendar list

You can change the appearance of the My CRM | Calendar List tab. For example, you can add or remove columns, change the horizontal alignment of values in each column, and set the default list sorting mode.

  1. Log on to Sage CRM as a system administrator.
  2. Go to <My Profile> | Administration | Customization | Communication.
  3. Click Lists.
  4. Click Calendar List.
  5. Use options on the page to add, remove, or update columns in the Calendar List.

    For detailed information, see the table below.

  6. When you're done, click Save.

Option

Description

Desktop HTML List Contents

Shows the fields that are currently displayed as list columns in the Calendar List tab.

To remove a column from the tab:

  1. Select the corresponding field in the list.
  2. Click Remove.

To change the properties of a column:

  1. Select the corresponding field in the list.
  2. Configure options under Properties.
  3. Click Update.

Field

Select the field you want to add to the Calendar List as a column.

You can add only the following field types:

  • Checkbox
  • Date Only
  • Date & Time
  • Email Address
  • Integer
  • Multiline Text
  • Numeric
  • Phone Number
  • Selection
  • Text
  • User Select
  • WWW URL

Other field types are not supported even though they are present in the list. When you add a field whose type isn't supported, that field doesn't appear in the Calendar List.

To see the type of a field, go to <My Profile> | Administration | Customization | Communication | Fields tab.

Hyperlink to

Select the entity to which you want to hyperlink entries in the column.

For example, you can hyperlink a Person record to the corresponding Person or Company record.

Alignment

Select how you want to horizontally align values in the list column.

Possible values:

  • Centre
  • Left
  • Right

Show Heading

Display or hide the field caption in the column heading.

Possible values:

  • Yes. Shows the field caption in the column heading.
  • No. Shows an empty column heading.

Default Order By

Enable or disable the default sorting of the list by the column.

Possible values:

  • Yes. Sorts the list in the ascending order using the column values.
  • No. Disables sorting by the column.
Ensure you sort the list by one column only.