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| Tags: appointment, calendar, form, sharing |
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Hello and my thanks in advance.
I have a user who has been assigned sharing rights to agent calendars. She can set up appointments for them just fine. In order to record how the appointment went with the client, they would like to include some follow up text into the blank appointment that the agent would complete after the meeting. A new template was created to include the follow up text. It works fine from the user's own calendar. How do we get it to work when she uses the shared calendar feature to the agent's calendar? Does the new template have to be setup on the agent's calendar at their PC? Do we save the template on a shared network drive or on the agent's local PC? -- Thank you. TAV |
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