Oracle CRM On Demand Connected Mobile Sales Administration Guide > Using Oracle CRM On Demand Connected Mobile Sales > Using the Calendar >

Displaying All, Completed, and Open Appointments


You can filter appointments that belong to an record type such as accounts or contacts. You can display the following types of appointments:

  • All Appointments. Displays appointments sorted by the earliest start time first. Limited to a maximum of 25 appointments per page and no appointments older than four weeks.
  • Completed Appointments. Displays appointments with a completed date and time earlier than the current date and time, sorted by the most recently completed appointment first. Limited to a maximum of 25 appointments.
  • Open Appointments. Displays appointments that have yet to be completed (either the completed date is null, or it occurs in the future), sorted by the appointment that is due the soonest. Limited to a maximum of 25 appointments.

To display filtered appointments, complete the following procedure.

To display filtered appointments

  1. In the record type (such as account or contact), tap Related Items.
  2. Tap Appointments.
  3. Tap the List icon.
    1. In Android, tap the List icon at the top right of the screen, and choose Select.
    2. In iOS, tap the Appointments icon in the bottom bar and choose Select.
  4. In the Select page, tap either All Appointments, Completed Appointments, or Open Appointments.

The following describes some useful information about appointments:

  • If the Completed Date field is left blank, Oracle CRM On Demand Connected Mobile Sales sets it to the same value as the End Time field when the appointment is created and saved.
  • If the Completed Date field is not configured as a read-only field, then you can enter a date in this field that is different from the end date for the appointment.
  • If you later change the value in the End Time field, then the value in the Completed Date field is also changed to the new value in the End Time field.
  • Changing the date in the Completed Date field does not result in the Completed check box for the appointment being selected, or the Status field being set to Completed, even if the new date is in the past.
  • The Completed Date field can never be left blank on appointments because Oracle CRM On Demand uses this field to determine which appointments to include in the Open Activities lists that appear in several areas in Oracle CRM On Demand.
  • If you clear the value from the Completed Date field on an appointment, then Oracle CRM On Demand resets the field to the same value as the End Time field.
Oracle CRM On Demand Connected Mobile Sales Administration Guide, Version 1.4.25 Copyright © 2018, Oracle and/or its affiliates. All rights reserved. Legal Notices.