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