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Reporting Manager - Appointment Visibility

Accepted answer
edited Jun 24, 2020 5:22PM in Sales 4 comments


Reporting Manager - Appointment Visibility


Hi all,

I need each Sales Manager to be able to access the detail and see the Appointments of their subordinates in their Calendar. (I refer to the members of your Organization according to the "internal resource organization hierarchy").

1- In the "Create Team Calendar View" and "Resource Hierarchy" options he can only search and select the members of his Resource Organization. You can currently search, select and view Appointments for any resource from any organization.

2- If the previous option cannot, at least when you select the resource name that is different from your Organization, the Sales Manager cannot see in your calendar whether or not this resource has Appointments.

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