5 replies to this topic

[urielt]

How to add:

1. My List Configuration View - for Meetings
2. Adding new portlet that include Meetings
2. Adding new portlet that include Task

regards

[raysto]

1. My List Configuration View - for Meetings
When you login as an Admin, go to the Admin area
Click on Designer. Then you can select Meetings as an available module. You can make some changes to the layout, fields, and general settings

2. Adding new portlet that include Meetings
We discovered a bug that does not allow you to add "My Upcoming Meetings" as a portlet: https://www.pivotalt...tories/36853705

3. Adding new portlet that include Task
Click "Add Portlet"
Select "My Open Tasks"

[urielt]

Thanks,
1. in Designer is no Option for : "My List Configuration View - for Meetings" there is only 2 option to configure :"List View" and " Detail and Edit View"

2. I don't Understand : what is the solution , please explain

3.Thanks

[raysto]

1. There are 3 options: 1. list view. 2. detail view. 3. edit view. These are all 3 views for everything in the CRM. There is really no option to create a 4th view. What do you mean by "My List Configuration View"? If you need to modify the My Upcoming Meetings portlet, then you would likely need to do code level customizations.
2. We found a bug in the code that does not allow you to add "My Upcoming Meetings". We will fix that in an upcoming release
3. You are very welcome

[urielt]

Thanks again, i am trying to view the "My Upcoming Meetings" (as a list view not inside the calender same as leads) on the dashboard
it is possible ?

[raysto]

You can use the "Latest Activities" portlet to show a listing of Meetings. Click on "All Activities" and then select "Meetings"