Sage CRM 2018 R2: Filtering by Action and Status within the Calendar

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Sage CRM 2018 R2: Filtering by Action and Status within the Calendar

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The calendar allows you to filtering by Action and Status within the Day, Work Week, Week and Month views.

Here you can see that I am filtering to find my appointments of type ‘meetings’ rather than demos etc


Filters are retained for the duration of session.  The Default filter is Pending on this screen.

Comments
  • Richard, should Tasks be visible in Month view like it has been in ver. 7.3 and before?

    No tasks currently shows in Month view in 2018 R1/R2.

  • Ibrar

    Communications of type "Tasks" are not placed in the calendar.  Only Appointments are displayed.  You would need to click on the Agenda to see what was due this month or week.