Sage CRM 2021: How to customize the calendar list

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As a system administrator, you can change the appearance of the 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.

You can log on as the system administrator. Then switch over to the Admin screens and within the customization area click on 'Communication' and within that entity's context look at the List tab where you will find there is a new list called 'CalendarList'.

And a system administrator can here control the behaviour of the list.

Note: You can add only the following field types to the Calendar List: Checkbox, Date Only, Date & Time, Email Address, Integer, Multiline Text, Numeric, Phone Number, Selection, Text, User Select, WWW URL.If you add a field whose type isn't supported, that field will not appear in the Calendar List.

You can also see the new System Action 'ResponsiveCalendarList' in the 'User' System Menu. This is the menu for the 'My CRM' context.

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  • Caili

    What is missing is the selection box at the top of the screen. Please do log an enhancement request with your local Sage team. There is a trick you can use in the meantime. Have the user go onto another of the list pages in the My CRM context e.g. Lead and then select to look at another users options. Once they are selected the user can then click on the Calendar List tab and the list will be displayed for that other user.

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  • Caili

    What is missing is the selection box at the top of the screen. Please do log an enhancement request with your local Sage team. There is a trick you can use in the meantime. Have the user go onto another of the list pages in the My CRM context e.g. Lead and then select to look at another users options. Once they are selected the user can then click on the Calendar List tab and the list will be displayed for that other user.

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