Need to see more information in the Appointment blocks on the Staff Calendar? improveit 360's Calendar Preferences Settings allow you to add select Fields to your Appointment Blocks.
What if the information I need to see doesn't reside in one of the Fields available in Calendar Preferences?
Every business has different information that is critical as it relates to Appointments. That is why improveit 360 offers Custom Configuration as an Advanced Service. Our Configuration Specialists can add additional text to the Appointment Calendar blocks and/or Project Activity Calendar blocks by writing custom Salesforce Workflow Rules for your organization.
When enabled in your system, your custom text will appear in each Appointment Calendar Block as shown below:
Open a Support Ticket to request more information about a Custom Calendar Text Configuration for your company today! Let our team know if you are already tracking this text in a Field on the Appointment object. NOTE: There is a character limitation of 255 characters. If you have been tracking this information in a Text Field, the Field character limit setting MUST be less than or equal to 255 characters.
This customization is priced at $500 per object. If you would like Custom Calendar Text on both Appointments and Project Activities, that's a total of $1000.
Navigate to an Appointment
Edit the Appt and enter your desired text into the Appt Calendar Comments Field:
Save the changes
Refresh the Appointment Tab (refresh in the browser)
You should see the Custom Calendar Text field is now populated
Navigate to the Staff Calendar Tab
You should see these new Comments on the Staff Calendar tile for this Appointment:
To see the Fields which can be added to the Calendar blocks without using a Customization, see also: Calendar Preferences, Staff Filters and Staff Score.
NOTE: If you are using the Supportworks Package of improveit 360, the Project Activity Trigger must be disabled to use Custom Calendar Text. Keep in mind, the Project Trigger by-pass will also disable automations for Foreman, Install Date, Confirmed On date, Materials and Time Records costing automation and many more features you may be currently utilizing.