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Calendar & Callback Rules

Article ID: 454
Last updated: 13 Feb, 2020
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Options and results for adding callbacks using the + on the home page accordion when the User Settings are:

Filter To Do: View to do for all records

1)  Callback is not assigned - callback is not linked to a record

- then its assigned to logged in user and shows up in home page accordion callback report

2)  Callback is not assigned - callback is linked to a record

- then its assigned to logged in user and shows up in home page accordion callback report

3)  Callback is assigned to anyone other than the logged in user - callback is not linked to a record

- then it does not show up in home page accordion callback report

4)  Callback is assigned to anyone other than the logged in user -callback is linked to a record

- then it does show up  in home page accordion

Generally speaking if the callback is linked to a record and Filter To Do = View to do for all records  then it does show up  in home page accordion callback report regardless whether the callback is assigned or not.

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