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SAP Sales Cloud / Where I can find the calendar view of accounts?

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767

Hello SAP community,


in latest SAP Sales Cloud solution guide I read the following:

Why is the calendar of an account useful?

The calendar view of an account shows all upcoming appointments between your company and that account in one calendar, even if they were scheduled by other colleagues. For example, you can check the account calendar to ensure that you're not scheduling a customer visit at the same time the customer has a meeting scheduled with another colleague.

(Here the link to solution guide: https://help.sap.com/viewer/24765b551a014b779b95c7b07d8e9079/1905/en-US/ed779c39130040f585b94c0f42d5...

I tried to find this calendar but my search was not successful.


Can anyone help me with that?

Many thanks and kind regard,

Lukas

Accepted Solutions (1)

Accepted Solutions (1)

former_member240432
Active Participant

Hello Lukas,

There is an icon you can click (highlighted in the image) to select the different views for accounts, including this one (calendar) you are missing.

We hope that now you use this feature 😃

former_member604431
Participant
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I find this functionality useful however, after clicking on the map and calendar views I no longer have my table or chunk view option to switch back?

Answers (2)

Answers (2)

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Many thanks fabio.damasceno . That was the function I looked for.

former_member240432
Active Participant
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Oh I see then - we have this situation mapped with our developers and no one else should experience this in our next release , 1908. However, you can do something in your side to fix this until the next release come.

1. Go to the Customers work center.
2. Select Accounts view.
3. Click in the Adapt button.
4. Select the Edit Master Layout option.
5. Hover your mouse over your first column and move it to other position (to alter the order).
6. Click in Adapt and select End Layout Changes.
7. Click in Adapt again and select Edit Master Layout.
8. Hover your mouse over the column you moved and move it back the column to its original place (or any other you want).
9. Click in Adapt and select End Layout Changes.

Reload the screen and now you should have this solved. If you face trouble doing it, you can of course raise an incident to us and we perform this steps for you, no worries.