Activities (Meetings, Calls, Tasks) and Calendar
The Activities and Calendar section includes topics covering understanding and troubleshooting working with calls, meetings, tasks, and the Sugar calendar.
- Integrating With iCal
Sugar calendars can be shared and viewed with various iCal-compatible calendar applications such as Apple Calendar, Google Calendar, Yahoo! Calendar, Mozilla Thunderbird, etc. The Sugar calendar events are viewable as read-only in the external calendar applications, and any edits to events (e.g. meetings, calls etc.) can only be made in Sugar.
- Relating Activities to an Account and Contact Simultaneously
When creating activities such as calls and meetings in Sugar®, you can relate another record to the activity to capture the meeting's topic or attach it to other relevant information. This creates a two-way link between the activity and the other record, allowing each to be seen while viewing the other. In the case of the Accounts and Contacts modules, when a specific contact and account are related, you may want activities that are related to either the account or contact record to be visable from both records. This article will go over how to relate an activity to an accounts and contacts record simultaneously so that it appears in both records.
- Troubleshooting Feed Refresh In External Calendars
Sugar's calendar may be viewed in many external calendar applications including on your mobile device. This conveniently allows your Sugar meetings and calls to be available in the technologies you are already using. For more information about viewing your Sugar events in external calendars, please refer to the Calendar Options section in the Getting Started documentation of the Application Guide for your particular Sugar edition and version.
- Troubleshooting Meetings Not Appearing on Calendar
A User's Calendar will display all Meetings for which the User is an attendee. Be careful: being an attendee of a Meeting is not the same as being the Assigned User.
- Troubleshooting Viewing Sugar Calendar in Google Calendar
This article will help you identify issues that may be keeping you from successfully viewing Sugar calendar items in Google Calendar and how to resolve them.
- Viewing Other Users' Calendars
The Calendar module helps users view and manage their scheduled activities (Calls, Meetings, Tasks) in Sugar. Users also have the ability to view other users' scheduled activities via the shared calendar option.
Last modified: 12/01/2016 03:11pm