Adding a Custom Date Field to Calendar

Hi. I have added a custom field in Projects which is a date. I’d like for this to be visible in the Calendar for specific users. What is the best way to go about this?

Rookie Asked on January 14, 2020 in Projects.
Add Comment
2 Answer(s)

For your custom field: you can’t. The only record types that will show on the calendar are Events, Tasks, and Phone Calls.  If you want to show another record to users, you’ll have to create an Event, Task, or Phone Call associated with the desired record.  These are typically available on the Communication tab and Activities subtab of most records.

Hope that helps!

Beginner Answered on January 15, 2020.
Add Comment

Thanks for your answer James. That’s what I feared. I have played with the Events and setting up Resources, I just hoped there was a more sophisticated way of implementing this!

Rookie Answered on January 15, 2020.
Add Comment

Your Answer

By posting your answer, you agree to the privacy policy and terms of service.
  • This site made possible by our sponsors:   Tipalti   Celigo   Limebox   Become a Sponsor