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How to create customized views in Calendar?
How to create customized views in Calendar?
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Written by Training
Updated over a week ago

What allows this functionality?

In ForceManager you can create and save mixed customized filters to easily find some events that you tend to search.

You can combine as many filters as you need to configure the views: by owner, account and opportunity, and you can also assign a general title referring to all mixed filters. Once you’ve created the view, you can quickly and efficiently watch the filtered fields.

You can manage and create views form the web version, although you can see it from the mobile version.

Create and view the views from the version web

To create views on the Calendar menu, select all filters you need mix and save it as a view, writing the name.

Let’s see an example.

Step 1.

Go to the Calendar menu and to the filters section.

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Step 2.

Add the filters you need. For example: an owner and one account.

Screenshot_2020-03-18_at_10.53.12.png

Step 3.

At the left of all the filters, next to “Views” click on “Save”.

Screenshot_2020-03-18_at_10.53.53.png

Step 4.

Write the view name and click on “Save”. For example: Anne and ForceManager.

Screenshot_2020-03-18_at_10.54.36.png

Step 5.

When you need apply a view, click on “View” and select the option you need.

Screenshot_2020-03-18_at_10.54.56.png

View views from the mobile version

To view the views you have created, go to the Calendar menu and to the filters section.

Android Devices

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iOS Devices

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Next, click on “Views".

Android Devices

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iOS Devices

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Finally, select the option you need.

Android Devices

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iOS Devices

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