Method CRM Try it FREE
 Method CRM Help Center
Getting Started Checklist
Best practices
Consulting checklist and scoping
Glossary of common terms
Design Mode layout
Examples of Scoping
Method FAQ

collapse all | expand all
Refresh Calendar
Solution No. 157
Refreshes the specified calendar with updated appointments.
So Where Would We Use It?
This is especially useful in instances where multiple users can assign activities to other users. The Refresh Calendar action will reload the specified calendar to display all updated appointments.
To set the properties for this action, follow these steps:
1. Select Refresh Calendar from the Action dropdown list.
2. Select Calendar from the dropdown list.
3. Enter Internal note (Optional).
4. Click Save & Close to save changes and close the action properties window; otherwise, click Cancel to close the window without saving.


Was this article helpful?