CRM – Adding calendar and Kanban Views

CRM – Adding calendar and Kanban Views

Summary

CRM – Adding calendar and Kanban Views

How do I do this?

The video below shows how to add a calendar view to Activities in CRM so the normal list view is replaced with an Outlook calendar style view as shown below

Plus how to add a Kanban view to Opportunities, as shown below

These style views, plus others like editable views can be added to any entities

Click in the logo below to view the 5 minute video

Further Information

If you have any questions about this or need assistance then please contact the GCC Group Support Team on 0345 260 1151 or servicedesk@gccgroup.co.uk