Siebel CRM Fundamentals Guide Siebel Innovation Pack 2016, Rev. A E52425-01 |
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When working with your team members, you might want to allow them to see your activities or to add activities to your schedule. To grant other people access to your calendar, you add team members in the Access List, and give them view or update privileges.
Note: Calendar sharing can result in the routing of numerous activities to mobile clients. |
To give others access to your calendar
Navigate to the Calendar screen, then the Access List view.
The Calendar Access list appears.
Click the plus (+) icon.
The Add Employees dialog box appears.
Select the record for an employee, and then click OK.
The employee you select appears in the Calendar Access list, and that employee can now view your calendar.
(Optional) To allow the employee to add activities to your calendar, select the Allow Updates check box.