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Checking a colleague’s calendar
If you've appropriate security rights, you can check a colleague’s calendar.
To check your colleague’s calendar using the Calendar tab
- Click the My CRM | Calendar tab.
- Type the first few letters of the user’s name in the Find field in the context area .
- If there is more than one match, click the name from the My CRM For list. Otherwise, the name appears in the My CRM For field automatically.
- Click the right-pointing arrow beside the My CRM For field. Your colleague’s calendar is displayed.
To check a colleague’s calendar while you're scheduling a meeting
- Begin creating the meeting in the normal way.
- Review the Meeting Planner panel on the Enter New Appointment page.
- Any conflicts with the current meeting are highlighted in red. Hovering over the overlap shows the details of the meeting.
- After you have made adjustments, save the meeting in the normal way.
See Also:
Scheduling a task for a colleague
Meeting planner
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