News.mscrm-addons.com BlogHello and welcome to our blog! What can we do for you? Are you looking for further technical information or step-by-step instructions to our products? Or would you like to read the latest news on mscrm-addons? Please feel free to browse our blog for detailed information and to share our posts! https://www.mscrm-addons.com/BlogHow to create a CRM view based button for CRM 2015/16https://www.mscrm-addons.com/Blog/PostId/9984/how-to-create-a-crm-view-based-button-for-crm-201516SmartBar (SB),SB 2015 / 2016Fri, 03 Feb 2017 17:03:56 GMT<p>After embedding SmartBar (via the MainPage.html) into a CRM form or dashboard, a CRM view based button for CRM 2015/16 can be created.<span style="color: #7f7f7f;">&nbsp;Such a button shows the number of records related to the selected view. A click on the button navigates you to this view.</span> This step-by-step tutorial outlines how this is done quick and easy. </p> <p>1) Please make sure that SmartBar has been embedded via the MainPaige.html into a CRM form or dashboard.&nbsp;<br /> <br /> 2) Next, load its configuration. To do so, click on the <strong>[Settings]</strong>-button in the SmartBar.&nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Open the SmartBar Configuration" href="/Portals/0/Blog/SmartBar_CRM_based_view/1.png?ver=2017-02-03-163732-177"> <img alt="" class="img-responsive" src="/Portals/0/Blog/SmartBar_CRM_based_view/1.png?ver=2017-02-03-163732-177" style="width: 500px; height: 92px;" /></a></div> <p><a title="Open the SmartBar Configuration" href="/Portals/0/Blog/SmartBar_CRM_based_view/1.png?ver=2017-02-03-163732-177"> </a> Figure 1: Open the SmartBar Configuration</p> <p>3) In the config that pops up now, please click on the <strong>[Add]</strong>-button in order to add a custom button. &nbsp;<br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Please click on the &lt;strong&gt;[Add]&lt;/strong&gt;-button" href="/Portals/0/Blog/SmartBar_CRM_based_view/2.png?ver=2017-02-03-163751-053"> <img alt="" class="img-responsive" src="/Portals/0/Blog/SmartBar_CRM_based_view/2.png?ver=2017-02-03-163751-053" style="width: 400px; height: 403px;" /></a>Figure 2: Please click on the <strong>[Add]</strong>-button</div> <br /> 4)&nbsp;In the following dialog select <strong>Entity | Sitemap</strong>, the <strong>main entity</strong> (e.g. Cases) and a view related to this entity. Leave the field <strong>Count View Records</strong>&nbsp;enabled in order to count the records and click on the <strong>[Create]</strong>-button:<br /> <span> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Create a button" href="/Portals/0/Blog/SmartBar_CRM_based_view/3.png?ver=2017-02-03-163809-943"> <img alt="" class="img-responsive" src="/Portals/0/Blog/SmartBar_CRM_based_view/3.png?ver=2017-02-03-163809-943" style="width: 400px; height: 638px;" /></a></div> Figure 3: Create a button<br /> </span><br /> 5) Please perform this step for all the buttons you would like to add. As soon as you have finished, change to the&nbsp;<strong>Styling</strong>-tab&nbsp;and select <strong>Metro</strong>.&nbsp;<br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Switch to Metro Style " href="/Portals/0/Blog/SmartBar_CRM_based_view/4.png?ver=2017-02-03-163902-640"> <img alt="" class="img-responsive" src="/Portals/0/Blog/SmartBar_CRM_based_view/4.png?ver=2017-02-03-163902-640" /></a></div> Figure 4: Switch to Metro Style&nbsp;<br /> <br /> 6) Get your result(s). After the configuration has been saved, your SmartBar should look similar to the below example.&nbsp;<span>&nbsp;With a click on the corresponding button, you will be forwarded automatically to t</span><span>he defined view.</span><br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Get the results " href="/Portals/0/Blog/SmartBar_CRM_based_view/5.png?ver=2017-02-03-163926-267"> <img alt="" class="img-responsive" src="/Portals/0/Blog/SmartBar_CRM_based_view/5.png?ver=2017-02-03-163926-267" style="width: 500px; height: 86px;" /></a></div> Figure 5: Get the results&nbsp;<br /> <br /> <strong>That's it! </strong>We appreciate your feedback! Please share your thoughts by sending an email to <a href="mailto:support@mscrm-addons.com" class="ApplyClass">support@mscrm-addons.com</a>.&nbsp;<br /> ​</p> <p>&nbsp;</p> <br /> <div class="telerik_paste_container" style="border-width: 0px; position: absolute; overflow: hidden; margin: 0px; padding: 0px; left: 0px; top: 1895.27px; width: 1px; height: 1px;"><span style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 700; font-size: 14px; background-color: #fcfcfc; font-family: 'Open Sans', Arial, sans-serif;">That's it!</span><span style="font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: normal; background-color: #fcfcfc; font-family: 'Open Sans', Arial, sans-serif;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" class="ApplyClass" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: normal; font-size: 14px; font-family: 'Open Sans', Arial, sans-serif; background-color: #fcfcfc;">support@mscrm-addons.com</a><span style="font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: normal; background-color: #fcfcfc; font-family: 'Open Sans', Arial, sans-serif;">.</span></div> <div class="telerik_paste_container" style="border-width: 0px; position: absolute; overflow: hidden; margin: 0px; padding: 0px; left: 0px; top: 1895.27px; width: 1px; height: 1px;"><span style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 700; font-size: 14px; background-color: #fcfcfc; font-family: 'Open Sans', Arial, sans-serif;">That's it!</span><span style="font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: normal; background-color: #fcfcfc; font-family: 'Open Sans', Arial, sans-serif;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" class="ApplyClass" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: normal; font-size: 14px; font-family: 'Open Sans', Arial, sans-serif; background-color: #fcfcfc;">support@mscrm-addons.com</a><span style="font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: normal; background-color: #fcfcfc; font-family: 'Open Sans', Arial, sans-serif;">.</span></div>9984Features and settings in TOPDOWN view for GroupCalendarhttps://www.mscrm-addons.com/Support/Blog/tabid/165/PostId/9656/groupcalendar-(gc)-new-functions-and-settings-in-topdown-view.aspxGroupCalendar (GC),GC 2011Fri, 31 May 2013 08:17:00 GMT<p>This article outlines the features of <em>TOPDOWN</em> view, which are available for GroupCalendar (GC) version 5.55 and higher (click <a href="http://www.mscrm-addons.com/Downloads/DownloadGroupCalendarforCRM2011/tabid/178/Default.aspx">here</a> to download the latest GC version). <br /> En detail, this article explains, how you:</p> <ol> <li> <p><span style="font-weight: normal;"><strong>Change the user and time, by drag and drop </strong></span></p> </li> <li> <p><strong><span style="font-weight: normal;"><strong>Create and save</strong></span><span style="font-weight: normal;"><strong> an appointment directly in CRM, by double-click into the selected time-slot</strong> </span></strong></p> </li> <li> <p><span style="font-weight: normal;"><strong>Delete activities directly </strong></span></p> </li> <li> <p><span style="font-weight: normal;"><strong>See all details of activities (multiple row able)</strong></span></p> </li> <li> <p><span style="font-weight: normal;"><strong>Create an activity by just clicking right into your selected time-slot</strong></span></p> </li> <li> <p><strong>Right-click into your activities to open, delete or copy them</strong></p> </li> <li> <p><span style="font-weight: normal;"><strong>Change&nbsp; between the views&nbsp;<em>show 24 hours</em> and <em>show business hours</em>. Business hours-view is preset from 08:00-17:00 and also configurable.</strong></span></p> </li> <li> <p><strong>Determine how many minutes a time-slot should have (in general 30 min.<br /> </strong></p> </li> </ol> <p><strong>1.</strong> In <em>TOPDOWN</em> view, you are able to change your activities by drag and drop. This means, that you just have to select your activity, and then you are able to drag and drop it down to another time and user. You may as well change the user of your activities by drag and drop.</p> <p><strong>2. </strong>As you can see in Figure 1, you just have to doubleclick into the time-slot for which you want to create and save an appointment in CRM. This gives you the chance to create an appointment with a single double-click. &nbsp; &nbsp;<br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/punkt2_2.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/punkt2_2.png"></a><a title="Create and save an appointment with GroupCalendar" href="http://mscrm-addons.com/images/blog/files/punkt2_2.png"><img class="img-responsive" title="punkt2" src="http://mscrm-addons.com/images/blog/files/punkt2_thumb_2.png" alt="punkt2" width="308" height="156" style="border-width: 0px; border-style: solid;" /></a></div> </p> <p><em>Figure 1: Create and save an appointment with GroupCalendar</em></p> <p>&nbsp;</p> <p><strong>3. </strong>With a click&nbsp;on the <em><strong>[Delete]</strong></em>-button, you can delete your activity. <br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/delete_2.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/delete_2.png"></a><a title="Delete activity in GroupCalendar" href="http://mscrm-addons.com/images/blog/files/delete_2.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="delete" src="http://mscrm-addons.com/images/blog/files/delete_thumb_2.png" alt="delete" width="316" height="204" /></a></div> </p> <p><em>Figure 2: Delete activity in GroupCalendar</em></p> <p>You will be asked again, if you're sure to delete your activity. When you click on the <em><strong>[OK]</strong></em>-button, your activity will be deleted. <br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/rusure_1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/rusure_1.png"></a><a title="Do you really want to delete?" href="http://mscrm-addons.com/images/blog/files/rusure_1.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="rusure" src="http://mscrm-addons.com/images/blog/files/rusure_thumb_1.png" alt="rusure" width="314" height="153" /></a></div> </p> <p><em>Figure 3: Do you really want to delete?</em></p> <p><strong><br /> 4. </strong><em>TOPDOWN</em> view, enables the multiple-row view of your activities. Read more about the settings <a href="http://www.mscrm-addons.com/Blog/PostId/9589/How to display various activity-attributes within multiple rows in Gantt view">here</a>. <em><br /> </em></p> <p><a href="http://mscrm-addons.com/images/blog/files/muliple%20row_1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/muliple%20row_1.png"></a><a title="Mutliple-rows in TOPDOWN view." href="http://mscrm-addons.com/images/blog/files/muliple%20row_1.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="muliple row" src="http://mscrm-addons.com/images/blog/files/muliple%20row_thumb_1.png" alt="muliple row" width="309" height="136" /></a></div> </p> <p><em>Figure 4: Mutliple-rows in TOPDOWN view.</em></p> <p><strong><br /> 5. T</strong>o create an activity, you just have to right-click into the time-slot in which you would like to create your activity.</p> <p><a href="http://mscrm-addons.com/images/blog/files/Unbenannt_10.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Unbenannt_10.png"></a><a title="Create an activity in GroupCalendar" href="http://mscrm-addons.com/images/blog/files/Unbenannt_10.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="Unbenannt" src="http://mscrm-addons.com/images/blog/files/Unbenannt_thumb_10.png" alt="Unbenannt" width="320" height="301" /></a></div> </p> <p><em>Figure 5: Create an activity in GroupCalendar</em></p> <p>You can also define the time of your activity. Simply click into the time-slot, where you would like to start your activity and drag (depending on the length of the activity) it down, then click right. Now you are able to create a new activity. <br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/define.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/define.png"></a><a title="Select new activity" href="http://mscrm-addons.com/images/blog/files/define.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="define" src="http://mscrm-addons.com/images/blog/files/define_thumb.png" alt="define" width="315" height="318" /></a></div> </p> <p><em>Figure 6: Select new activity</em></p> <p><strong>6. </strong>If you like to open, copy or delete your activity, you only have to right-click into your activity. Afterwards, you can select between copy, open or delete.</p> <p><a href="http://mscrm-addons.com/images/blog/files/Unbenannt123_2.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Unbenannt123_2.png"></a><a title="Open, copy or delete an activity in GroupCalendar" href="http://mscrm-addons.com/images/blog/files/Unbenannt123_2.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="Unbenannt123" src="http://mscrm-addons.com/images/blog/files/Unbenannt123_thumb_2.png" alt="Unbenannt123" width="204" height="289" /></a></div> </p> <p><em>Figure 7: Open, copy or delete an activity in GroupCalendar</em></p> <p><strong>7. <br /> </strong>In <em>TOPDOWN</em> view, you are also able to configure the hours-view. You can select between <em>show 24 hours</em> and <em>show business hours</em>. When you select <em>show 24 hours</em>, then you will see the whole day from 00:00 to 24:00 o&rsquo;clock. When you select <em>show business hours</em>&nbsp;in general, you will be provided with a business day from 08:00 to 17:00 o&rsquo;clock. If you would like to change the hours of your <em>show business day&nbsp;</em>setting, click <a href="http://www.mscrm-addons.com/Blog/PostId/9561/How to create a SettingsKey manually in MS Dynamics CRM 2011">here</a> for more information. <br /> <br /> <em>Setting-NAME for business day- START: &ldquo;TopDownDefaultWorkingHourStart&rdquo; <br /> KeyValue: 6 <br /> <br /> Setting-NAME for business day-END: &rdquo;TopDownDefaultWorkingHourEnd&rdquo; <br /> KeyValue: 18 <br /> </em><br /> <a href="http://mscrm-addons.com/images/blog/files/Unbenannt1_7.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Unbenannt1_7.png"></a><a title="Example for business day - START at 6 a.m." href="http://mscrm-addons.com/images/blog/files/Unbenannt1_7.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="Unbenannt1" src="http://mscrm-addons.com/images/blog/files/Unbenannt1_thumb_7.png" alt="Unbenannt1" width="301" height="330" /></a></div> </p> <p><em>Figure 8: Example for business day - START at 6 a.m.</em></p> <p><strong>8. </strong>You can also determine how many minutes a time-slot should have. <br /> In general, every time-slot is preset on 30 minutes. <br /> <strong>If you would like to chance this, you have to create a new setting. <br /> </strong><em><span style="text-decoration: underline;"><br /> <br /> </span></em><strong><a href="http://mscrm-addons.com/images/blog/files/setting_5.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/setting_5.png"></a><a title="Example for time-slot preset with 15 minutes" href="http://mscrm-addons.com/images/blog/files/setting_5.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="setting" src="http://mscrm-addons.com/images/blog/files/setting_thumb_5.png" alt="setting" width="296" height="328" /></a></div> <br /> </strong></p> <p><em>Figure 9: Example for time-slot preset with 15 minutes</em></p> <p>&nbsp;</p> <p><em>Setting-NAME for time-slot presetting change: &ldquo;hourSections&rdquo; <br /> <br /> Possible Values: <br /> FifteenMinutes, FiveMinutes, FourHours, FourMinutes, OneMinute, SixMinutes, SixtyMinutes, TenMinutes, ThirtyMinutes, ThreeHours, ThreeMinutes, TwelveMinutes, TwentyMinutes, TwoHours, TwoMinutes&nbsp;</em></p> <p><strong>That&rsquo;s it!&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9656TIMELINE- chronological listing for appointments and service activities in GroupCalendarhttps://www.mscrm-addons.com/Blog/PostId/9646/groupcalendar-for-ms-dynamics-crm-2011-timeline-new-chronological-listing-for-appointments-and-service-activitiesGroupCalendar (GC),GC 2011Tue, 23 Apr 2013 15:13:00 GMT<p>This article explains the capabilities of GroupCalendar's&nbsp;<em>TIMELINE</em> which is available for the versions v.5.52 and higher (click <a href="http://www.mscrm-addons.com/Downloads/DownloadGroupCalendarforCRM2011/tabid/178/Default.aspx">here</a> to download the latest GroupCalendar (GC) version). This feature gives you a quick and easy overview of all scheduled appointments/activities separated by selected users.</p> <p>&nbsp;<a href="http://mscrm-addons.com/images/blog/files/Screenshot%20at%20a%20look%20listed%20chronologically._1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Screenshot%20at%20a%20look%20listed%20chronologically._1.png"></a><a title="Quick and easy overview of TIMELINE." href="http://mscrm-addons.com/images/blog/files/Screenshot%20at%20a%20look%20listed%20chronologically._1.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="Screenshot at a look listed chronologically." src="http://mscrm-addons.com/images/blog/files/Screenshot%20at%20a%20look%20listed%20chronologically._thumb_1.png" alt="Screenshot at a look listed chronologically." width="525" height="297" /></a></div> <em>Figure 1: Quick and easy overview of TIMELINE. </em></p> <p><em><br /> </em></p> <p><em><a href="http://mscrm-addons.com/images/blog/files/Screenshot%20timeline_multiple%20row%20and%20hovering_2.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Screenshot%20timeline_multiple%20row%20and%20hovering_2.png"></a><a title="GANNT view overview and detailed information about the differencebetween GANNT and TIMELINE view." href="http://mscrm-addons.com/images/blog/files/Screenshot%20timeline_multiple%20row%20and%20hovering_2.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="Screenshot timeline_multiple row and hovering" src="http://mscrm-addons.com/images/blog/files/Screenshot%20timeline_multiple%20row%20and%20hovering_thumb_2.png" alt="Screenshot timeline_multiple row and hovering" width="529" height="299" /></a></div> &nbsp;</em></p> <p><em> Figure 2: Overview of multiple row and detailed information about an appointment etc.when hovering over them.</em></p> <p>The difference between the <em>TIMELINE</em> view and the <em>GANNT</em> view is, that in&nbsp;<em>TIMELINE,&nbsp;</em>you have an detailed overview of all your appointments.&nbsp;Say, you can see users appointments listed vertically and chronologically, even when two appointments are scheduled at the same time. </p> <p>In the <em>GANNT </em>view, you have to click the plus-sign to see all appointments with the same date and time.</p> <p>In the <em>TIMELINE </em>view, all appointments and activities are displayed with the same width/size, independent from their duration. This is different in the <em>GANTT </em>view. Here, all appointments, activities are displayed independent of their duration, meaning that longer appointments, activities are displayed with a longer bar and shorter with shorter ones.</p> <p><a href="http://mscrm-addons.com/images/blog/files/Screenshot%20timeline_diff.2ganntview_2.png"><img style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="Screenshot timeline_diff.2ganntview" src="http://mscrm-addons.com/images/blog/files/Screenshot%20timeline_diff.2ganntview_thumb_2.png" alt="Screenshot timeline_diff.2ganntview" width="529" height="300" /></a> <br /> <em>Figure 3: GANNT view overview and detailed information about the difference&nbsp;between GANNT and TIMELINE view.</em></p> <p>&nbsp;<br /> <em>TIMELINE</em>&nbsp;supports&nbsp;<a href="http://www.mscrm-addons.com/Blog/PostId/9589/How to display various activity-attributes within multiple rows in Gantt view">multiple row</a>&nbsp;as well. You can see more information of an appointment, activity etc. at a glance. Additionally, you have the possibility to see all details of appointments, activities, etc. in tool tips when hovering over them. <br /> Furthermore, you can copy appointments by right-clicking on them.</p> <p><strong>That&rsquo;s it!&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9646Color-coding-functionality for appointments and service activities for Group Calendarhttps://www.mscrm-addons.com/Blog/PostId/9634/groupcalendar-for-ms-dynamics-crm-2011-color-coding-functionality-for-appointments-and-service-activitiesGroupCalendar (GC),GC 2011Mon, 18 Mar 2013 17:25:00 GMT<p style="text-align: left;"><span style="color: #ff0000;">Please note: GroupCalendar v5.58 or higher is required.&nbsp;The feature is available for all activity types.&nbsp;</span></p> <p>GroupCalendar for MS Dynamics CRM 2011 provides the possibility to define a specific color for each scheduled service activity and appointment (click <a href="http://www.mscrm-addons.com/Downloads/DownloadGroupCalendarforCRM2011/tabid/178/Default.aspx" target="_blank">here</a> to download the latest GroupCalendar version).</p> <p>After activating this functionality in the CRM settings, GroupCalendar offers you the possibility to choose a color when scheduling a service activity or an appointment from a drop-down-menu within the service activity-/appointment-entity.</p> <p><a href="http://mscrm-addons.com/images/blog/files/color%20drop%20down%20menu%20in%20entitiy.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/color%20drop%20down%20menu%20in%20entitiy.png"></a><a title="Option to choose color when scheduling a service activity/appointment" href="http://mscrm-addons.com/images/blog/files/color%20drop%20down%20menu%20in%20entitiy.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="color drop down menu in entitiy" src="http://mscrm-addons.com/images/blog/files/color%20drop%20down%20menu%20in%20entitiy_thumb.png" alt="color drop down menu in entitiy" width="521" height="295" /></a></div> <br /> <em>Figure 1: Option to choose color when scheduling a service activity/appointment </em></p> <p>&nbsp;</p> <p>After you have selected the color, saved the service activity/appointment and refreshed GroupCalendar, the scheduled service activity/appointment is displayed in the previously picked color in all GroupCalendar views.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/colored%20appointment.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/colored%20appointment.png"></a><a title="Scheduled appointment in previously picked" href="http://mscrm-addons.com/images/blog/files/colored%20appointment.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="colored appointment" src="http://mscrm-addons.com/images/blog/files/colored%20appointment_thumb.png" alt="colored appointment" width="520" height="294" /></a></div> <br /> <em>Figure 2: Scheduled appointment in previously picked</em>&nbsp;<em>color</em></p> <p>&nbsp;</p> <p><strong>How to activate the color-coding-functionality for appointments and service-activities?</strong></p> <p><strong>&nbsp;<br /> </strong>To activate color-coding-functionality, you have to add an attribute to the main form of the service activity-/appointment-entity. The attribute is called&nbsp;<em>ptm_colorcode2011</em>&nbsp;with the display name <em>Color</em>. It is predefined with 12 colors, but you have the possibility to add additional colors.</p> <p>Please follow the simple steps below to activate the functionality.</p> <p><span style="color: #ff0000;">Please note: The example below describes how to activate the color-coding-functionality for the appointment-entity.</span></p> <p>In order to add this functionality to the service activity entity, follow the same procedure (steps 1-7) with the exception that you have to select <em>Service Activity</em>&nbsp;instead of <em>Appointment</em>&nbsp;within the <em>customize the system-</em>area in the CRM settings.</p> <p><strong>1.</strong> Open your CRM and go to <em>Settings</em>&nbsp;(1). Then click on <em>Customization</em>&nbsp;(2) and click on <em>Customize the System</em>&nbsp;(3)</p> <p><a href="http://mscrm-addons.com/images/blog/files/crm%20settings%20customize%20system.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/crm%20settings%20customize%20system.png"></a><a title="CRM Settings, option to customize the system" href="http://mscrm-addons.com/images/blog/files/crm%20settings%20customize%20system.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="crm settings customize system" src="http://mscrm-addons.com/images/blog/files/crm%20settings%20customize%20system_thumb.png" alt="crm settings customize system" width="520" height="294" /></a></div> <br /> <em>Figure 3: CRM Settings, option to customize the system</em></p> <p><strong>2.</strong>&nbsp;Thereafter, a new CRM window opens. Within this window, click on <em>Entities</em>&nbsp;and you will get a list of all entities in your CRM system.</p> <p><a href="http://mscrm-addons.com/images/blog/files/crm%20settings%20customize%20entities.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/crm%20settings%20customize%20entities.png"></a><a title="Customize entities in CRM settings" href="http://mscrm-addons.com/images/blog/files/crm%20settings%20customize%20entities.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="crm settings customize entities" src="http://mscrm-addons.com/images/blog/files/crm%20settings%20customize%20entities_thumb.png" alt="crm settings customize entities" width="521" height="295" /></a></div> <br /> <em>Figure 4: Customize entities in CRM settings</em></p> <p><strong>3.</strong>&nbsp;Now select the entity <em>Appointment</em>&nbsp;and double-click on it. <span style="color: #ff0000;">Please note:</span>&nbsp;If you would like to activate the color-coding-functionality for service activities, you have to select <em>Service Activity</em>&nbsp;instead of <em>Appointment</em>.</p> <p><a href="http://mscrm-addons.com/images/blog/files/customize%20appointment%20entity.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/customize%20appointment%20entity.png"></a><a title="Customize appointment-entitiy" href="http://mscrm-addons.com/images/blog/files/customize%20appointment%20entity.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="customize appointment entity" src="http://mscrm-addons.com/images/blog/files/customize%20appointment%20entity_thumb.png" alt="customize appointment entity" width="521" height="295" /></a></div> <br /> <em>Figure 5: Customize appointment-entitiy</em></p> <p><strong>4.</strong> The settings of the appointment-entity opens. Click on <em>Forms </em>within the treeview on the left.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/customize%20appointment%20entity%20II.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/customize%20appointment%20entity%20II.png"></a><a title="Customize the main form of the appointment-entity" href="http://mscrm-addons.com/images/blog/files/customize%20appointment%20entity%20II.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="customize appointment entity II" src="http://mscrm-addons.com/images/blog/files/customize%20appointment%20entity%20II_thumb.png" alt="customize appointment entity II" width="520" height="294" /></a></div> <br /> <em>Figur 6: Settings of the appointment-entity</em></p> <p><strong>5.</strong> Afterwards, you get a list of the forms of the appointment-entity. Double-click on the main-form of the entity.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/customize%20general%20form.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/customize%20general%20form.png"></a><a title="Add the color-coding-functionality to the main form of the entity" href="http://mscrm-addons.com/images/blog/files/customize%20general%20form.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="customize general form" src="http://mscrm-addons.com/images/blog/files/customize%20general%20form_thumb.png" alt="customize general form" width="520" height="294" /></a></div> <br /> <em>Figure 7: Customize the main form of the appointment-entity</em></p> <p><strong>6.</strong> Here, you can customize the main form of this entity. To add the color-coding-functionality, click on the <em>color</em>-field within the menu on the right (1) and drag and drop it into a free space. (2)</p> <p><a href="http://mscrm-addons.com/images/blog/files/add%20color%20coding%20functionality.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/add%20color%20coding%20functionality.png"></a><a title="CRM Settings, option to customize the system" href="http://mscrm-addons.com/images/blog/files/add%20color%20coding%20functionality.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="add color coding functionality" src="http://mscrm-addons.com/images/blog/files/add%20color%20coding%20functionality_thumb.png" alt="add color coding functionality" width="522" height="295" /></a></div> <br /> <em>Figure 8: Add the color-coding-functionality to the main form of the entity</em></p> <p><strong>7.</strong>&nbsp;Now save and close the window and the <em>color-drop-down-menu</em> will appear from now on within the appointment entity when scheduling an appointment.&nbsp;</p> <p><span style="color: #ff0000;">Please note: As already mentioned - in order to add this functionality to the service activity entity, follow the same procedure as above described in steps 1 to 7 with one exception. Instead of selecting <em>Appointment</em>, please select <em>Service Activity </em>within the <em>Customize the System</em>-area.</span></p> <p>&nbsp;</p> <p><strong>How to add additional colors?</strong><strong>&nbsp;</strong></p> <p>You always have the possibility to add further colors. Before you start the color adding process, it is important that you know the hex code of the color you would like to add.</p> <p>There are several free online color picker tools which help you to find out about the hex code of a specific color (e.g. <a title="http://www.colorpicker.com/" href="http://www.colorpicker.com/">http://www.colorpicker.com/</a>).</p> <p>In the following example, we would like to add a light grey color with the hex code #E0E0E0. In the steps below, we describe how to add this color to the color drop-down-menu within the appointment-entity.</p> <p><span style="color: #ff0000;">Please note:</span> <span style="color: #ff0000;">The procedure is the same for every color you want to add. Also, it is the same procedure for adding a new color to the color drop-down-menu within the service activity entity instead of the appointment entity (simply select <em>Service Activity</em> in step 2 and <em>ServiceAppointmentColorCode</em>&nbsp;in step 8).</span></p> <p>&nbsp;</p> <p><strong>1.</strong> Start in the <em>Settings</em>-area of your CRM system, click on <em>Customizations</em>&nbsp;within the menu on the left and then select <em>Customize the System</em>.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/crm%20settings%20customize%20system_1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/crm%20settings%20customize%20system_1.png"></a><a title="Customize appointment-entitiy" href="http://mscrm-addons.com/images/blog/files/crm%20settings%20customize%20system_1.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="crm settings customize system" src="http://mscrm-addons.com/images/blog/files/crm%20settings%20customize%20system_thumb_1.png" alt="crm settings customize system" width="520" height="294" /></a></div> <br /> <em>Figure 9: CRM Settings, option to customize the system</em></p> <p><strong>2.</strong> Afterwards, click on <em>Entities</em>&nbsp;within the menu on the left and double-click on the <em>Appointment</em>-entity.</p> <p><span style="color: #ff0000;">Please note:</span> <span style="color: #ff0000;">If you would like to add a color to the color drop-down-menu within the service activity entitiy, you have to select <em>Service Activity </em>within this step.</span></p> <p><a href="http://mscrm-addons.com/images/blog/files/customize%20appointment%20entity_1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/customize%20appointment%20entity_1.png"></a><a title="Customize color-code field of appointment-entity" href="http://mscrm-addons.com/images/blog/files/customize%20appointment%20entity_1.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="customize appointment entity" src="http://mscrm-addons.com/images/blog/files/customize%20appointment%20entity_thumb_1.png" alt="customize appointment entity" width="523" height="296" /></a></div> <br /> <em>Figure 10: Customize appointment-entitiy</em></p> <p><strong>3.</strong>&nbsp;Now click on <em>Fields </em>in the treeview on the left&nbsp;(1) and double-click on the field <em>ptm_colorcode2011</em>. (2)</p> <p><a href="http://mscrm-addons.com/images/blog/files/customize%20fields%20of%20appointment%20entity.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/customize%20fields%20of%20appointment%20entity.png"></a><a title="Add new color" href="http://mscrm-addons.com/images/blog/files/customize%20fields%20of%20appointment%20entity.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="customize fields of appointment entity" src="http://mscrm-addons.com/images/blog/files/customize%20fields%20of%20appointment%20entity_thumb.png" alt="customize fields of appointment entity" width="520" height="294" /></a></div> <br /> <em>Figure 11: Customize color-code field of appointment-entity</em></p> <p><strong>4a.</strong> A new window opens. Within this window, click on the <em><strong>[Add]</strong></em>-button (green plus) in the <em>Options</em>-area (1) and type in the label of the color. In our example, we type in <em>light grey </em>(2). It is important that you remember the value of the color which is defined by your CRM system. In our example, the value is 100.000.000 (3).</p> <p><a href="http://mscrm-addons.com/images/blog/files/add%20new%20color.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/add%20new%20color.png"></a><a title="Publish the customization" href="http://mscrm-addons.com/images/blog/files/add%20new%20color.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="add new color" src="http://mscrm-addons.com/images/blog/files/add%20new%20color_thumb.png" alt="add new color" width="522" height="295" /></a></div> <br /> <em>Figure 12: Add new color</em></p> <p><strong>4b.</strong> After you have saved and closed the window, you have to publish the customization. To do so, please click on the <em><strong>[Publish all Customizations]</strong></em>-button.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/publish.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/publish.png"></a><a title="MSCRM-ADDONS.com products-area in CRM settings" href="http://mscrm-addons.com/images/blog/files/publish.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border: 0px;" title="publish" src="http://mscrm-addons.com/images/blog/files/publish_thumb.png" alt="publish" width="521" height="295" /></a></div> <br /> <em>Figure 13: Publish the customization</em></p> <p><strong>5.</strong>&nbsp;Now go back to the settings of your CRM system (1) and click on <em>MSCRM-ADDONS.com Products</em>. (2)</p> <p><a href="http://mscrm-addons.com/images/blog/files/mscrm%20products%20in%20crm%20settings.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/mscrm%20products%20in%20crm%20settings.png"></a><a title="MSCRM-ADDONS.com products in CRM settings" href="http://mscrm-addons.com/images/blog/files/mscrm%20products%20in%20crm%20settings.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="mscrm products in crm settings" src="http://mscrm-addons.com/images/blog/files/mscrm%20products%20in%20crm%20settings_thumb.png" alt="mscrm products in crm settings" width="522" height="295" /></a></div> <br /> <em>Figure 14: MSCRM-ADDONS.com products-area in CRM settings</em></p> <p><strong>6.</strong> Afterwards, double-click on <em>GroupCalendar</em>&nbsp;within the product list.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/mscrm%20products%20in%20settings.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/mscrm%20products%20in%20settings.png"></a><a title="GroupCalendar settingskeys" href="http://mscrm-addons.com/images/blog/files/mscrm%20products%20in%20settings.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="mscrm products in settings" src="http://mscrm-addons.com/images/blog/files/mscrm%20products%20in%20settings_thumb.png" alt="mscrm products in settings" width="521" height="295" /></a></div> <br /> <em>Figure 15: MSCRM-ADDONS.com products in CRM settings</em></p> <p><strong>7.</strong> A new window will open. Within this window, click on <em>MSCRM-ADDONS.com Settingskeys</em> within the menu on the left.</p> <p><a href="http://mscrm-addons.com/images/blog/files/GroupCalendar%20settingskeys.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/GroupCalendar%20settingskeys.png"></a><a title="Add color to AppointmentColorCode" href="http://mscrm-addons.com/images/blog/files/GroupCalendar%20settingskeys.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="GroupCalendar settingskeys" src="http://mscrm-addons.com/images/blog/files/GroupCalendar%20settingskeys_thumb.png" alt="GroupCalendar settingskeys" width="521" height="295" /></a></div> <br /> <em>Figure 16: GroupCalendar settingskeys</em></p> <p><strong>8.</strong> Then, double-click on <em>AppointmentColorCode</em>.</p> <p><strong><span style="color: #ff0000;">Please note:</span></strong> <span style="color: #ff0000;">If you would like to add the color to the color drop-down-menu within the service activity entity, you have to select <em>ServiceAppointmentColorCode </em>instead&nbsp;within this step.</span></p> <p><a href="http://mscrm-addons.com/images/blog/files/add%20color%20to%20appointmentcolorcode.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/add%20color%20to%20appointmentcolorcode.png"></a><a title="Add color value and color hex code" href="http://mscrm-addons.com/images/blog/files/add%20color%20to%20appointmentcolorcode.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="add color to appointmentcolorcode" src="http://mscrm-addons.com/images/blog/files/add%20color%20to%20appointmentcolorcode_thumb.png" alt="add color to appointmentcolorcode" width="522" height="295" /></a></div> <br /> <em>Figure 17: Add color to AppointmentColorCode</em></p> <p><strong>9.</strong> A new window opens. Within this window, add your color within the <em>KeyValue</em>-area (1). To do so, you have to type in &lsquo;;&rsquo; followed by the value of the color defined by CRM (In our example the value is 100.000.000. Please make sure that you tye in the vaule without '.': we, e.g., type in <em>100000000</em>). Followed by &lsquo;|&rsquo; and by the hex color code (In our example the hex code (2) is #E0E0E0).&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/GroupCalendar%20settingskeys_.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/GroupCalendar%20settingskeys_.png"></a><a title="Select the newly added color when scheduling a new appointment" href="http://mscrm-addons.com/images/blog/files/GroupCalendar%20settingskeys_.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="GroupCalendar settingskeys_" src="http://mscrm-addons.com/images/blog/files/GroupCalendar%20settingskeys__thumb.png" alt="GroupCalendar settingskeys_" width="522" height="295" /></a></div> <br /> <em>Figure 18: Add color value and color hex code</em></p> <p><strong>10.</strong> Click on the <em><strong>[Save and Close]</strong></em>-button. Now, you have to close and open the browser again or to perform an <em>IISRESET </em>to refresh all new settings. Afterwards, you can select the added color (in our case <em>light grey</em>) when scheduling a new appointment from the color drop-down-menu in the appointment-entity. The appointment will be displayed in that color.</p> <p><a href="http://mscrm-addons.com/images/blog/files/choose%20newly%20added%20color.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/choose%20newly%20added%20color.png"></a><a title="Scheduled appointment with newly added color" href="http://mscrm-addons.com/images/blog/files/choose%20newly%20added%20color.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="choose newly added color" src="http://mscrm-addons.com/images/blog/files/choose%20newly%20added%20color_thumb.png" alt="choose newly added color" width="523" height="296" /></a></div> <br /> <em>Figure 19: Select the newly added color when scheduling a new appointment</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/scheduled%20appointment%20with%20new%20color.png"><img style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="scheduled appointment with new color" src="http://mscrm-addons.com/images/blog/files/scheduled%20appointment%20with%20new%20color_thumb.png" alt="scheduled appointment with new color" width="524" height="296" /></a> <br /> <em>Figure 20: Scheduled appointment with newly added color</em></p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9634How to zoom and define date ranges in GANTT views?https://www.mscrm-addons.com/Blog/PostId/9631/how-to-zoom-and-define-the-date-range-individually-in-groupcalendar’s-gantt-viewsGroupCalendar (GC),GC 2011Tue, 05 Mar 2013 16:02:00 GMT<p>The article explains the following two features which are available in the GroupCalendar&rsquo;s GANTT views only:</p> <ul> <li><strong><a href="#Set date range">set date range</a></strong></li> <li><strong><a href="#Zoom functionality">zoom functionality</a>&nbsp;</strong></li> </ul> <p><span style="color: #ff0000;">Please note: Version 5.46 or higher is required. (Click&nbsp;<a href="http://www.mscrm-addons.com/Downloads/DownloadGroupCalendarforCRM2011/tabid/178/Default.aspx" target="_blank">here</a>&nbsp;to download the latest GC version).&nbsp;</span></p> <p><strong><a name="Set date range">Set date range</a></strong>&nbsp; <br /> This functionality enables users to adapt the date range to be shown in the GANTT views to their individual needs. This is very helpful if a user wants to display scheduled activities/resources within a specific date range only (e.g. activities/resources scheduled between March 6 2013 and April 16 2013).</p> <p><a href="http://mscrm-addons.com/images/blog/files/set%20date%20range%20beginning%20with%206%20march.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/set%20date%20range%20beginning%20with%206%20march.png"></a><a title="GANTT month view beginning with March 6, 2013 as defined by the user" href="http://mscrm-addons.com/images/blog/files/set%20date%20range%20beginning%20with%206%20march.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="set date range beginning with 6 march" src="http://mscrm-addons.com/images/blog/files/set%20date%20range%20beginning%20with%206%20march_thumb.png" alt="set date range beginning with 6 march" width="524" height="296" /></a></div> <br /> <em>Figure 1: GANTT month view beginning with March 6, 2013 as defined by the user</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/set%20date%20range%20ending%20with%2016%20april.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/set%20date%20range%20ending%20with%2016%20april.png"></a><a title="GANTT month view ending with April 16, 2013 as defined by the user" href="http://mscrm-addons.com/images/blog/files/set%20date%20range%20ending%20with%2016%20april.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="set date range ending with 16 april" src="http://mscrm-addons.com/images/blog/files/set%20date%20range%20ending%20with%2016%20april_thumb.png" alt="set date range ending with 16 april" width="522" height="296" /></a></div> <br /> <em>Figure 2: GANTT month view ending with April 16, 2013 as defined by the user</em></p> <p>To define a specific date range as in the above figures, you just have to click on the <em><strong>[Date Range]</strong></em>-button below the small calendar in the menu on the right (1). After that, two small calendars will open which allow you to set the date range to be displayed. Now select the start-date to be shown from the small calendar on the left side (arrow A) and the end-date from the small calendar on the right side (arrow B). In our example, we have selected March 6 to April 16. Click on the <em><strong>[OK]</strong></em>-button in order to proceed (2).</p> <p><a href="http://mscrm-addons.com/images/blog/files/defining%20the%20date%20range.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/defining%20the%20date%20range.png"></a><a title="Define a date range" href="http://mscrm-addons.com/images/blog/files/defining%20the%20date%20range.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="defining the date range" src="http://mscrm-addons.com/images/blog/files/defining%20the%20date%20range_thumb.png" alt="defining the date range" width="523" height="296" /></a></div> &nbsp;<br /> <em>Figure 3: Define a date range</em></p> <p>Activities/resources are now solely displayed between March 6 and April 16.&nbsp;</p> <p><strong><a name="Zoom functionality">Zoom functionality </a> <br /> </strong>This functionality enables users to zoom in and out the GroupCalendar's GANTT views. This is very helpful, if a user would like to display activities/resources more detailed/more specific (1) or in a broader overview/less specific (2).</p> <p><a href="http://mscrm-addons.com/images/blog/files/zoom%20in_1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/zoom%20in_1.png"></a><a title="Zooming in in the GANTT view for a more specific overview of activities/resources" href="http://mscrm-addons.com/images/blog/files/zoom%20in_1.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="zoom in" src="http://mscrm-addons.com/images/blog/files/zoom%20in_thumb_1.png" alt="zoom in" width="522" height="296" /></a></div> <br /> <em>Figure 4: Zooming in in the GANTT view for a more specific overview of activities/resources</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/zoom%20out_1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/zoom%20out_1.png"></a><a title="Zooming out in GANTT view for a broader overview of activities/resources" href="http://mscrm-addons.com/images/blog/files/zoom%20out_1.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="zoom out" src="http://mscrm-addons.com/images/blog/files/zoom%20out_thumb_1.png" alt="zoom out" width="523" height="296" /></a></div> <br /> <em>Figure 5: Zooming out in GANTT view for a broader overview of activities/resources</em></p> <p>If you would like to zoom in or out a GANTT view, you just have to click on the <em><strong>[Minus]</strong></em>-button (for zooming out, 1) or on the <em><strong>[Plus]</strong></em>-button (for zooming in, 2), which can be found below the small calendar in the menu on the right.</p> <p><a href="http://mscrm-addons.com/images/blog/files/buttons%20to%20zoom%20in%20or%20out.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/buttons%20to%20zoom%20in%20or%20out.png"></a><a title="Buttons to zoom in or out a GANTT view" href="http://mscrm-addons.com/images/blog/files/buttons%20to%20zoom%20in%20or%20out.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="buttons to zoom in or out" src="http://mscrm-addons.com/images/blog/files/buttons%20to%20zoom%20in%20or%20out_thumb.png" alt="buttons to zoom in or out" width="524" height="296" /></a></div> &nbsp; <br /> <em>Figure 6: Buttons to zoom in or out a GANTT view</em></p> <p>&nbsp;</p> <p><strong>BEST PRACTICE</strong></p> <p>Within the following example, we schedule the planning phase of a construction project with the duration of March 6 2013 to Mai 5 2013. To do so, we click on the <em><strong>[New Activity]</strong></em>-button in the menu on the right (1) and select <em>Appointment&nbsp;</em>from the drop down menu (2).</p> <p><a href="http://mscrm-addons.com/images/blog/files/schedule%20appointment.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/schedule%20appointment.png"></a><a title="Schedule an appointment from within GroupCalendar" href="http://mscrm-addons.com/images/blog/files/schedule%20appointment.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="schedule appointment" src="http://mscrm-addons.com/images/blog/files/schedule%20appointment_thumb.png" alt="schedule appointment" width="524" height="296" /></a></div> <br /> <em>Figure 7: Schedule an appointment from within GroupCalendar</em></p> <p>After that, a standard CRM activity-form will open. Within this form, we specify the subject, the people and resources which are required for this appointment and the duration (March 6 2013 to Mai 5 2013). If you like, you can add further information, such as the location, the color in which the appointment should be displayed etc.</p> <p><a href="http://mscrm-addons.com/images/blog/files/specify%20appointment%20data.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/specify%20appointment%20data.png"></a><a title="Specify appointment-related data" href="http://mscrm-addons.com/images/blog/files/specify%20appointment%20data.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="specify appointment data" src="http://mscrm-addons.com/images/blog/files/specify%20appointment%20data_thumb.png" alt="specify appointment data" width="523" height="296" /></a></div> <br /> <em>Figure 8: Specify appointment-related data</em></p> <p>After clicking on the <em><strong>[Save and Close]</strong></em>-button, the activity-form will close and you will be navigated back to GroupCalendar. Refresh GroupCalendar (1) to see the scheduled appointment (2).</p> <p><a href="http://mscrm-addons.com/images/blog/files/refresh%20GC.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/refresh%20GC.png"></a><a title="Refresh the GroupCalendar to see the newly scheduled appointment" href="http://mscrm-addons.com/images/blog/files/refresh%20GC.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="refresh GC" src="http://mscrm-addons.com/images/blog/files/refresh%20GC_thumb.png" alt="refresh GC" width="525" height="297" /></a></div> <br /> <em>Figure 9: Refresh the GroupCalendar to see the newly scheduled appointment</em></p> <p>As you can see in figure 9, the overview of this newly scheduled appointment in the per default GANTT month view is not ideal. At this point, the two new features can add a huge value to our GroupCalendar, as they enable a better overview (especially for long-duration-appointments). If you would like to adapt the view to get a better overview, you have the possibility to set a specific date range to be displayed and afterwards to zoom in or out the view. In the screenshot below for example, we set a date range from March 6 to April 10, 2013. By zooming out, the overview gets even better as all appointments/resources scheduled within this span of time can be seen at a glance.</p> <p><a href="http://mscrm-addons.com/images/blog/files/compact%20overview.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/compact%20overview.png"></a><a title="Compact overview of scheduled activities/resources; zoomed out within specified date range" href="http://mscrm-addons.com/images/blog/files/compact%20overview.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="compact overview" src="http://mscrm-addons.com/images/blog/files/compact%20overview_thumb.png" alt="compact overview" width="524" height="297" /></a></div> <br /> <em>Figure 10: Compact overview of scheduled activities/resources; zoomed out within specified date range</em></p> <p><strong><span style="color: #ff0000;">Please note:</span></strong> <span style="color: #ff0000;">In case you have defined a zoom level and/or a date range, this level/date range will not be maintained when changing the users/resources/date/time range/activities to be shown, changing the view-options (show only attendees, show only open activities, etc.) or when switching between several GANTT views (e.g. between the GANTT week-view and the GANTT month-view). Additionally, the zoom level will not be maintained when refreshing views via the <em><strong>[Refresh]</strong></em>-button.</span></p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9631How to show working hours and time-off in GroupCalendarhttps://www.mscrm-addons.com/Blog/PostId/9616/show-work-hours-and-time-off-in-groupcalendarGroupCalendar (GC),GC 2011Thu, 13 Dec 2012 16:26:00 GMT<p>Since CRM 2011, it is possible to specify working hours and time-off (e.g. vacation) for each user and resource.&nbsp; With GroupCalendar v5.37 or higher, it is now possible to show these working hours and the time-off.</p> <p><span style="text-decoration: underline;"><strong>Example:</strong></span></p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Window to configure new" href="http://mscrm-addons.com/images/blog/files/2013%2f9%2fUnbenannt.PNG"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2013%2f9%2fUnbenannt.PNG" /></a></div> <br /> <em>Figure 1: Working hours and time-off in TopDown View</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/working_hours_gantt.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/working_hours_gantt.png"></a><a title="Working hours and time-off in TopDown View" href="http://mscrm-addons.com/images/blog/files/working_hours_gantt.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border: 0px;" title="working_hours_gantt" src="http://mscrm-addons.com/images/blog/files/working_hours_gantt_thumb.png" alt="working_hours_gantt" width="516" height="384" /></a></div> <br /> <em>Figure 2: Working hours and time-off for users and resources in Gantt View</em> <br /> <br /> </p> <p>Per default, this feature is not enabled because it has a slight performance impact on loading the views. Anyway, to enable this functionality, please follow the steps below.</p> <p>&nbsp;</p> <p>1. Open your CRM in the Internet Explorer</p> <p>2. Navigate to <em>Settings</em>&nbsp;within the CRM sitemap&nbsp;</p> <p>3. Click on <em>MSCRM-ADDONS.com Products</em> in the CRM sitemap, mark the checkbox in front of GroupCalendar and click on the <em><strong>[Edit]</strong></em>-button in the CRM menu at the top.</p> <p>&nbsp;<a href="http://mscrm-addons.com/images/blog/files/Crm_settings_menu_1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Crm_settings_menu_1.png"></a><a title="Working hours and time-off for users and resources in Gantt View" href="http://mscrm-addons.com/images/blog/files/Crm_settings_menu_1.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border: 0px;" title="Crm_settings_menu" src="http://mscrm-addons.com/images/blog/files/Crm_settings_menu_thumb_1.png" alt="Crm_settings_menu" width="512" height="417" /></a></div> </p> <p><em>Figure 3: Settings-sitemap in CRM, overview of installed MSCRM-ADDONS.com products</em></p> <p><em><br /> </em></p> <p>4. The following window opens. Click on <em>MSCRM-ADDONS.com Settingskeys</em>&nbsp;in the menu on the left.&nbsp;<br /> <a href="http://mscrm-addons.com/images/blog/files/GroupCalendar_settingskeys_1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/GroupCalendar_settingskeys_1.png"></a><a title="Settings-sitemap in CRM, overview of installed MSCRM-ADDONS.com products" href="http://mscrm-addons.com/images/blog/files/GroupCalendar_settingskeys_1.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border: 0px;" title="GroupCalendar_settingskeys" src="http://mscrm-addons.com/images/blog/files/GroupCalendar_settingskeys_thumb_1.png" alt="GroupCalendar_settingskeys" width="515" height="341" /></a></div> <br /> <em>Figure 4: &ldquo;MSCRM-ADDONS.com Settingskeys&rdquo;-area of the GroupCalendar</em></p> <p>5. Now you must generate a new key. To do so, click on the <em><strong>[Add New MSCRM-ADDONS.com Settingskeys]</strong></em>-button in the CRM menu.</p> <p>&nbsp;<a href="http://mscrm-addons.com/images/blog/files/GroupCalendar_settingskeysII_1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/GroupCalendar_settingskeysII_1.png"></a><a title="“MSCRM-ADDONS.com Settingskeys”-area of the GroupCalendar" href="http://mscrm-addons.com/images/blog/files/GroupCalendar_settingskeysII_1.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border: 0px;" title="GroupCalendar_settingskeysII" src="http://mscrm-addons.com/images/blog/files/GroupCalendar_settingskeysII_thumb_1.png" alt="GroupCalendar_settingskeysII" width="512" height="176" /></a></div> <br /> <em>Figure 5: [Add MSCRM-ADDONS.com Settingskeys]-button in CRM menu&nbsp;</em></p> <p>In the following window, you must define a name for the key in the <em>Name</em>-field, set the <em>IsCached</em>-field on <em>yes</em>&nbsp;and define a value in the <em>KeyValue</em>-field. Type in the following values: <br /> Name: <strong>EnableWorkingHours</strong> <br /> IsCached: <strong>Yes</strong> <br /> KeyValue: <strong>true</strong></p> <p>&nbsp;<a href="http://mscrm-addons.com/images/blog/files/enableworkinghours_settingskey_config.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/enableworkinghours_settingskey_config.png"></a><a title="[Add MSCRM-ADDONS.com Settingskeys]-button in CRM menu" href="http://mscrm-addons.com/images/blog/files/enableworkinghours_settingskey_config.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border: 0px;" title="enableworkinghours_settingskey_config" src="http://mscrm-addons.com/images/blog/files/enableworkinghours_settingskey_config_thumb.png" alt="enableworkinghours_settingskey_config" width="511" height="332" /></a></div> <br /> <em>Figure 6: Window to configure new</em></p> <p>After you have typed in the values, click on the <em><strong>[Save and Close]</strong></em>-button in the CRM menu at the top. To apply the changes, you have to run an <em>IISRESET </em>on the CRM server. Optionally, you can restart the GroupCalenderServer Application Pool within IIS on the CRM server.</p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9616GroupCalendar Gantt View: Custom columns in the user listhttps://www.mscrm-addons.com/Blog/PostId/9590/groupcalendar-gantt-view-userview-templateGroupCalendar (GC),GC 2011Thu, 30 Aug 2012 15:54:00 GMT<p>Up from version 5.24 you have the possibility to customize the user pane of the Gantt view.</p> <p>Per default, only the fullname of the system user is shown.&nbsp;&nbsp;</p> <p><img alt="" src="http://mscrm-addons.com/images/blog/files/2012%2f8%2fgc_gantt_userview7.JPG" width="500" /></p> <p><em>Figure 1: Default user pane in GroupCalendar</em></p> <p><em><br /> </em></p> <p>Up from version 5.24, you are able to customize the columns which will be shown here. You're able to define the <strong>columns</strong>, <strong>column widths</strong> and also the <strong>sorting</strong>.</p> <p>As shown in Figure 2, we have modified the view to show the <strong>Access Mode</strong>, <strong>Full Name</strong> and <strong>Primary E-mail</strong>. Sorted by <strong>Access Mode</strong> ascending and then by <strong>Primary E-Mail</strong> descending.</p> <p><a href="http://mscrm-addons.com/images/blog/files/2012%2f8%2fgc_gantt_userview6.JPG"><img alt="" src="http://mscrm-addons.com/images/blog/files/2012%2f8%2fgc_gantt_userview6.JPG" width="500" /></a></p> <p><em>Figure 2: Modified view of user pane</em></p> <p>&nbsp;</p> <p>To define this view, open CRM and go to <em>Settings &gt; Customizations &gt; Customize the system &gt; Select Systemuser &gt; Views and create</em> a new view.</p> <p><img alt="" src="http://mscrm-addons.com/images/blog/files/2012%2f8%2fgc_gantt_userview2.JPG" width="500" /></p> <p><em>Figure 3: Create a new view</em></p> <p>Here, you can customize your view. Define the columns you need, specify the width of each column and also the sorting.</p> <p>After you have saved the view, do not forget to publish the customization!</p> <p><img alt="" src="http://mscrm-addons.com/images/blog/files/2012%2f8%2fgc_gantt_userview4.JPG" width="500" /></p> <p><em>Figure 4: Configure sort order</em></p> <p>What you need now, is the unique ID of the new created view. You can find it in the addressbar:</p> <p>http://crm2011r3:5555/alist/tools/vieweditor/viewManager.aspx?appSolutionId=%7bFD140AAF-4DF4-11DD-BD17-0019B9312238%7d&amp;entityId=%7b60696D5D-4D78-4712-B4E0-6CBEF3DF4906%7d&amp;id=%7b<span style="color: #ff0000;"><strong>29A13E6F-EBF0-E111-977B-00155DC8AE09</strong></span>%7d</p> <p>After that, please modify the global GC settings. <br /> <br /> For details have a look here:&nbsp;<a href="http://mscrm-addons.com/post.aspx?id=ddd518f9-1cc9-4fac-bf53-e14ef7a4d52f">http://mscrm-addons.com/post.aspx?id=ddd518f9-1cc9-4fac-bf53-e14ef7a4d52f</a></p> <p>Create a new setting named <em>GanttUserTemplateId </em>and as&nbsp;<em>KeyValue</em>, set&nbsp;the ID of the newly created view. <br /> Please also select <strong>IsCached </strong>= <em>Yes</em></p> <p>&nbsp;</p> <p><img alt="" src="http://mscrm-addons.com/images/blog/files/2012%2f8%2fgc_gantt_userview3.JPG" /></p> <p><em>Figure 5: GanttUser TemplateID</em></p> <p>&nbsp;</p> <p><strong>That&rsquo;s it!&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9590How to display various activity-attributes within multiple rows in Gantt viewhttps://www.mscrm-addons.com/Blog/PostId/9589/groupcalendar-multiple-lines-in-the-gantt-viewGroupCalendar (GC),GC 2011Tue, 28 Aug 2012 10:45:00 GMT<p>This blog article explains how to configure GroupCalendar in order to show additional activity-attributes within multiple rows in the GroupCalendar&rsquo;s Gantt view. Each additional attribute of an activity will be shown in a new line.&nbsp;</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Configuration of a new settingskey" href="http://mscrm-addons.com/images/blog/files/2012%2f8%2fganttmultipleline.JPG"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2012%2f8%2fganttmultipleline.JPG" width="520" height="139" /></a></div> </p> <p><em>Figure 1: Various attributes of a meeting shown in multiple rows within the Gantt view</em></p> <p>You have the possibility to configure as many lines as you like, there is no limitation. <br /> For each line, you can define a display name and the associated attribute. <br /> This is globally configured in the general GroupCalendar settings. <br /> To do so, please follow the steps described below.</p> <p><strong>1.</strong> Open your CRM in InternetExplorer.</p> <p><strong>2.</strong> Navigate to <em>Settings</em> within the CRM sitemap. Here, click on <em>MSCRM-ADDONS.com Products</em> in the CRM sitemap, tick the checkbox in front of <em>GroupCalendar </em>and click on the <em><strong>[Edit]</strong></em>-button within the CRM menu.</p> <p><a href="http://mscrm-addons.com/images/blog/files/Crm_settings_menu.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Crm_settings_menu.png"></a><a title="Various attributes of a meeting shown in multiple rows within the Gantt view" href="http://mscrm-addons.com/images/blog/files/Crm_settings_menu.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="Crm_settings_menu" src="http://mscrm-addons.com/images/blog/files/Crm_settings_menu_thumb.png" alt="Crm_settings_menu" width="522" height="425" /></a></div> </p> <p><em>Figure 2: Settings-sitemap within CRM, overview of installed MSCRM-ADDONS.com products</em></p> <p>Then, the following window opens. Click on the <em>MSCRM-ADDONS.com Settingskeys</em> within the menu on the left.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/GroupCalendar_settingskeys.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/GroupCalendar_settingskeys.png"></a><a title="Settings-sitemap within CRM, overview of installed MSCRM-ADDONS.com products" href="http://mscrm-addons.com/images/blog/files/GroupCalendar_settingskeys.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="GroupCalendar_settingskeys" src="http://mscrm-addons.com/images/blog/files/GroupCalendar_settingskeys_thumb.png" alt="GroupCalendar_settingskeys" width="521" height="344" /></a></div> </p> <p><em>Figure 3: MSCRM-ADDONS.com Settingskeys-area of GroupCalendar </em></p> <p><strong>3.</strong> Now you have to generate a new key. To do so, click on the <em><strong>[Add New MSCRM-ADDONS.com Settingskeys]</strong></em>-button&nbsp;in the CRM menu.</p> <p><a href="http://mscrm-addons.com/images/blog/files/GroupCalendar_settingskeysII.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/GroupCalendar_settingskeysII.png"></a><a title="MSCRM-ADDONS.com Settingskeys-area of GroupCalendar" href="http://mscrm-addons.com/images/blog/files/GroupCalendar_settingskeysII.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="GroupCalendar_settingskeysII" src="http://mscrm-addons.com/images/blog/files/GroupCalendar_settingskeysII_thumb.png" alt="GroupCalendar_settingskeysII" width="522" height="179" /></a></div> </p> <p><em>Figure 4: [Add MSCRM-ADDONS.com Settingskeys]-button in CRM</em></p> <p>A new window opens. Here, you must define a name of the key in the <em>Name</em>-field and set the <em>IsCached</em>-field on <em>Yes. </em>Furthermore, you must&nbsp;type in a value in the <em>KeyValue</em>-field.</p> <p><a href="http://mscrm-addons.com/images/blog/files/New_settingskey.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/New_settingskey.png"></a><a title="[Add MSCRM-ADDONS.com Settingskeys]-button in CRM" href="http://mscrm-addons.com/images/blog/files/New_settingskey.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="New_settingskey" src="http://mscrm-addons.com/images/blog/files/New_settingskey_thumb.png" alt="New_settingskey" width="521" height="379" /></a></div> </p> <p><em>Figure 5: Configuration of a new settingskey</em></p> <p>The syntax for the <em>Name</em>-field referring to the attribute description to be displayed is <span style="font-family: 'courier new', courier;">AddGanttAttrDesc[TYPENAME][LINENUMBER]. The </span>syntax for the <em>Name</em>-field referring to the attribute to be shown is <span style="font-family: 'courier new', courier;">AddGanttAttr[TYPENAME][LINENUMBER]. <br /> </span>The [TYPENAME] is the entity schema name (e.g. appointment)&nbsp; and the [LINENUMBER] is the line number of the attribute starting with 1. The first line will always be the subject.</p> <p><strong>Example:</strong> <br /> If you want to display an appointment entity with multiple rows, e.g. in the first row the attribute <em>location</em>&nbsp;with the display name <em>Location</em>, in the second row the attribute <em>requiredattendees</em>&nbsp;with the display name <em>Required</em>&nbsp;and in the third row a custom attribute named <em>new_contactid</em>&nbsp;with the description <em>Contact</em>, you have to type in the following key-names and key-values within the settingskey-configuration-window shown in the previous screenshot.</p> <table class="MsoNormalTable" style="border-collapse: collapse; border-style: none;" border="1" cellspacing="0" cellpadding="0"> <tbody> <tr> <td style="padding: 0cm 5.4pt; width: 154.25pt; border: 1pt solid windowtext;" valign="top"> <p class="MsoNormal" style="margin-left: 6pt; margin-right: 6pt;"><strong><span style="font-size: 7.5pt; font-family: arial, sans-serif;">KeyName</span></strong><span style="font-size: 12pt; font-family: 'Times New Roman', serif;">&nbsp;</span></p> </td> <td style="border-width: 1pt; border-bottom-style: solid; border-color: windowtext; padding: 0cm 5.4pt; width: 3cm; border-top-style: solid; border-right-style: solid;" valign="top"> <p class="MsoNormal" style="margin-left: 6pt; margin-right: 6pt;"><strong><span style="font-size: 7.5pt; font-family: arial, sans-serif;">KeyValue</span></strong><span style="font-size: 12pt; font-family: 'Times New Roman', serif;">&nbsp;</span></p> </td> <td style="border-width: 1pt; border-bottom-style: solid; border-color: windowtext; padding: 0cm 5.4pt; width: 213.15pt; border-top-style: solid; border-right-style: solid;" valign="top"> <p class="MsoNormal" style="margin-left: 6pt; margin-right: 6pt;"><strong><span style="font-size: 7.5pt; font-family: arial, sans-serif;">Description</span><span style="font-size: 12pt; font-family: 'Times New Roman', serif;">&nbsp;</span></strong></p> </td> </tr> <tr> <td style="border-width: 1pt; border-bottom-style: solid; border-color: windowtext; border-left-style: solid; padding: 0cm 5.4pt; width: 154.25pt; border-right-style: solid;" valign="top"> <p class="MsoNormal" style="margin-left: 6pt; margin-right: 6pt;"><span style="font-size: 7.5pt; font-family: arial, sans-serif;">AddGanttAttrDescappointment1</span></p> </td> <td style="border-bottom: 1pt solid windowtext; padding: 0cm 5.4pt; border-left-style: none; width: 3cm; border-top-style: none; border-right: 1pt solid windowtext;" valign="top"> <p class="MsoNormal" style="margin-left: 6pt; margin-right: 6pt;"><span style="font-size: 7.5pt; font-family: arial, sans-serif;">Location</span></p> </td> <td style="border-bottom: 1pt solid windowtext; padding: 0cm 5.4pt; border-left-style: none; width: 213.15pt; border-top-style: none; border-right: 1pt solid windowtext;" valign="top"> <p class="MsoNormal" style="margin-left: 6pt; margin-right: 6pt;"><span style="font-size: 7.5pt; font-family: arial, sans-serif;" lang="EN-US">Appointment 1. line, displayname "Location"</span></p> </td> </tr> <tr> <td style="border-width: 1pt; border-bottom-style: solid; border-color: windowtext; border-left-style: solid; padding: 0cm 5.4pt; width: 154.25pt; border-right-style: solid;" valign="top"> <p class="MsoNormal" style="margin-left: 6pt; margin-right: 6pt;"><span style="font-size: 7.5pt; font-family: arial, sans-serif;" lang="EN-US">AddGanttAttrappointment1</span></p> </td> <td style="border-bottom: 1pt solid windowtext; padding: 0cm 5.4pt; border-left-style: none; width: 3cm; border-top-style: none; border-right: 1pt solid windowtext;" valign="top"> <p class="MsoNormal" style="margin-left: 6pt; margin-right: 6pt;"><span style="font-size: 7.5pt; font-family: arial, sans-serif;" lang="EN-US">location</span></p> </td> <td style="border-bottom: 1pt solid windowtext; padding: 0cm 5.4pt; border-left-style: none; width: 213.15pt; border-top-style: none; border-right: 1pt solid windowtext;" valign="top"> <p class="MsoNormal" style="margin-left: 6pt; margin-right: 6pt;"><span style="font-size: 7.5pt; font-family: arial, sans-serif;" lang="EN-US">Appointment 1. line, attribute "location"</span></p> </td> </tr> <tr> <td style="border-width: 1pt; border-bottom-style: solid; border-color: windowtext; border-left-style: solid; padding: 0cm 5.4pt; width: 154.25pt; border-right-style: solid;" valign="top"> <p class="MsoNormal" style="margin-left: 6pt; margin-right: 6pt;"><span style="font-size: 7.5pt; font-family: arial, sans-serif;" lang="EN-US">AddGanttAttrDescappointment2</span></p> </td> <td style="border-bottom: 1pt solid windowtext; padding: 0cm 5.4pt; border-left-style: none; width: 3cm; border-top-style: none; border-right: 1pt solid windowtext;" valign="top"> <p class="MsoNormal" style="margin-left: 6pt; margin-right: 6pt;"><span style="font-size: 7.5pt; font-family: arial, sans-serif;" lang="EN-US">Required</span></p> </td> <td style="border-bottom: 1pt solid windowtext; padding: 0cm 5.4pt; border-left-style: none; width: 213.15pt; border-top-style: none; border-right: 1pt solid windowtext;" valign="top"> <p class="MsoNormal" style="margin-left: 6pt; margin-right: 6pt;"><span style="font-size: 7.5pt; font-family: arial, sans-serif;" lang="EN-US">Appointment 2. line, displayname&nbsp; "Required"</span></p> </td> </tr> <tr> <td style="border-width: 1pt; border-bottom-style: solid; border-color: windowtext; border-left-style: solid; padding: 0cm 5.4pt; width: 154.25pt; border-right-style: solid;" valign="top"> <p class="MsoNormal" style="margin-left: 6pt; margin-right: 6pt;"><span style="font-size: 7.5pt; font-family: arial, sans-serif;" lang="EN-US">AddGanttAttrappointment2</span></p> </td> <td style="border-bottom: 1pt solid windowtext; padding: 0cm 5.4pt; border-left-style: none; width: 3cm; border-top-style: none; border-right: 1pt solid windowtext;" valign="top"> <p class="MsoNormal" style="margin-left: 6pt; margin-right: 6pt;"><span style="font-size: 7.5pt; font-family: arial, sans-serif;" lang="EN-US">requiredattendees</span></p> </td> <td style="border-bottom: 1pt solid windowtext; padding: 0cm 5.4pt; border-left-style: none; width: 213.15pt; border-top-style: none; border-right: 1pt solid windowtext;" valign="top"> <p class="MsoNormal" style="margin-left: 6pt; margin-right: 6pt;"><span style="font-size: 7.5pt; font-family: arial, sans-serif;" lang="EN-US">Appointment 2. line, attribute "requiredattendees"</span></p> </td> </tr> <tr> <td style="border-width: 1pt; border-bottom-style: solid; border-color: windowtext; border-left-style: solid; padding: 0cm 5.4pt; width: 154.25pt; border-right-style: solid;" valign="top"> <p class="MsoNormal" style="margin-left: 6pt; margin-right: 6pt;"><span style="font-size: 7.5pt; font-family: arial, sans-serif;" lang="EN-US">AddGanttAtt</span><span style="font-size: 7.5pt; font-family: arial, sans-serif;">rDescappointment3</span></p> </td> <td style="border-bottom: 1pt solid windowtext; padding: 0cm 5.4pt; border-left-style: none; width: 3cm; border-top-style: none; border-right: 1pt solid windowtext;" valign="top"> <p class="MsoNormal" style="margin-left: 6pt; margin-right: 6pt;"><span style="font-size: 7.5pt; font-family: arial, sans-serif;">Contact</span></p> </td> <td style="border-bottom: 1pt solid windowtext; padding: 0cm 5.4pt; border-left-style: none; width: 213.15pt; border-top-style: none; border-right: 1pt solid windowtext;" valign="top"> <p class="MsoNormal" style="margin-left: 6pt; margin-right: 6pt;"><span style="font-size: 7.5pt; font-family: arial, sans-serif;" lang="EN-US">Appointment 3. line, displayname "Contact"</span></p> </td> </tr> <tr> <td style="border-width: 1pt; border-bottom-style: solid; border-color: windowtext; border-left-style: solid; padding: 0cm 5.4pt; width: 154.25pt; border-right-style: solid;" valign="top"> <p class="MsoNormal" style="margin-left: 6pt; margin-right: 6pt;"><span style="font-size: 7.5pt; font-family: arial, sans-serif;" lang="EN-US">AddGanttAttrappointment3</span></p> </td> <td style="border-bottom: 1pt solid windowtext; padding: 0cm 5.4pt; border-left-style: none; width: 3cm; border-top-style: none; border-right: 1pt solid windowtext;" valign="top"> <p class="MsoNormal" style="margin-left: 6pt; margin-right: 6pt;"><span style="font-size: 7.5pt; font-family: arial, sans-serif;" lang="EN-US">new_contactid</span></p> </td> <td style="border-bottom: 1pt solid windowtext; padding: 0cm 5.4pt; border-left-style: none; width: 213.15pt; border-top-style: none; border-right: 1pt solid windowtext;" valign="top"> <p class="MsoNormal" style="margin-left: 6pt; margin-right: 6pt;"><span style="font-size: 7.5pt; font-family: arial, sans-serif;" lang="EN-US">Appointment 3. line, attribute "new_contactid"</span></p> </td> </tr> </tbody> </table> <p>After you have typed in the key-name and the key-value, click on the <em><strong>[Save and Close]</strong></em>-button in the CRM menu at the top. Afterwards, start to create a new settingskey with the key-name and the key-value of the attribute or the attribute description-name you want to add next.</p> <p>In addition, you have to configure in which Gantt-views you want these attributes to be displayed.</p> <p>This setting is named <span style="font-family: 'courier new', courier;">GanttMultipleLineViews</span>. Possible values are <span style="font-family: 'courier new', courier;">daygantt, week</span><span style="font-family: 'courier new', courier;">gantt</span> and <span style="font-family: 'courier new', courier;">monthgantt</span>. The settings can also be combined. If you want to e.g. display the multiple lines in the day- and week-Gantt-view, you have to type in <span style="font-family: 'courier new', courier;">&ldquo;daygantt,weekgantt&rdquo;</span> as the value of the setting.</p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9589Gantt Printpreview for GroupCalendar https://www.mscrm-addons.com/Blog/PostId/9570/gantt-printpreview-for-groupcalendar-for-ms-crm-40GroupCalendar (GC),GC 4.0Wed, 08 Feb 2012 13:30:00 GMT<p>GroupCalendar <strong>version 4.84</strong>&nbsp;offers a print preview of the Gantt View. This requires a small client side installation.</p> <p>When you click on <em>Print Preview</em>&nbsp;on the bottom right corner&nbsp;in GroupCalendar, you'll see a message that the ActiveX control is not installed.</p> <p>You'll find the ActiveX in the GroupCalendar installation directory on the CRM Server in the subfolder ActiveX</p> <p>e.g. <em>C:\Program Files\PTM EDV-Systeme GmbH\GroupCalendar for MS CRM 4.0\ActiveX</em></p> <p>You need to run this installer on the clients which want to use the print functionality.</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="ActiveX installer" href="http://mscrm-addons.com/images/blog/files/2012%2f2%2fgcganttactivex.PNG"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2012%2f2%2fgcganttactivex.PNG" width="531" height="174" /></a></div> </p> <p><em>Figure 1: ActiveX installer</em></p> <p>If you want to uninstall the ActiveX, run the installer with the parameter /u. e.g. <strong>RegisterActiveX.exe /u</strong></p> <p><strong>That&rsquo;s it!&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9570How to change the layout of dashboardshttps://www.mscrm-addons.com/Blog/PostId/9488/change-layout-in-dashboardDashboard (DB),DB 4.0Wed, 30 Jun 2010 16:47:00 GMT<div> <p>In the dashboard, you can change your layout and create or save your own views.&nbsp;</p> <p>In the layout menu there are 3 views:</p> <p><em>Single View</em>,</p> <p><em>Vertical View</em>&nbsp;and</p> <p><em>Horizontal View</em>.</p> <p>In the course of this blog article we describe how to use and configure the different views.</p> <p><strong><span style="font-size: small; text-decoration: underline;">1. How to select a layout</span></strong></p> <p>Click on <em>Layout</em> in the menu in order to select a layout for your dashboard.</p> <p>With a click on the <em><strong>[Save View]</strong></em>-button your custom layout for this dashboard will be saved.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_47.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_47.png"></a><a title="Select a layout" href="http://mscrm-addons.com/images/blog/files/image_47.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_47.png" alt="image" width="435" height="135" /></a></div> </p> <p><em>Figure 1: Select a layout</em></p> <p>&nbsp;</p> <p><span style="text-decoration: underline;"><strong><span style="font-size: small;">1.1 The Single View-Layout</span></strong></span></p> </div> <div> <p>The <em>Single View</em>&nbsp;is the default view. All charts will be displayed in the same size and every chart can be moved to the right or left.</p> </div> <div> <p><a href="http://mscrm-addons.com/images/blog/files/image_48.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_48.png"></a><a title="Single View-Layout" href="http://mscrm-addons.com/images/blog/files/image_48.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_48.png" alt="image" width="391" height="278" /></a></div> &nbsp;</p> <p><em>Figure 2: Single View-Layout</em></p> <div><em><br /> </em></div> <p>Move Charts: In the <em>single view</em> the charts can be moved to the left or the right.</p> <p>To do so, click first on the <em><strong>[Action]</strong></em>-button and then on <em>Move Chart</em>.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_49.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_49.png"></a><a title="Chart Settings - Move Chart" href="http://mscrm-addons.com/images/blog/files/image_49.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_49.png" alt="image" width="268" height="285" /></a></div> </p> <p><em>Figure 3: Chart Settings - Move Chart&nbsp;</em></p> <p><span style="color: #ff0000;"><strong>Please note: In the vertical or horizontal view, charts can only be moved in the secondary area.</strong></span></p> </div> <p>&nbsp;</p> <p><strong><span style="text-decoration: underline; font-size: small;">1.2 The Vertical View-Layout</span></strong></p> <div> <p>When you select the vertical or horizontal view, you will generally work with two areas:</p> <p>The <strong>primary area</strong> and the <strong>secondary area</strong>.</p> <p>For the primary area you have to define a main chart because only this chart will be displayed in the main area.</p> <p>To do so, select a chart, click on the <em><strong>[Action]</strong></em>-button and then <em>Set to main Chart.</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_50.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_50.png"></a><a title="Chart Settings - Set to main Chart" href="http://mscrm-addons.com/images/blog/files/image_50.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_50.png" alt="image" width="160" height="215" /></a></div> </p> <p><em>Figure 4: Chart Settings - Set to main Chart</em></p> <p>&nbsp;</p> <p>The main chart will be vertically located on your screen in the <strong>primary area.</strong></p> <p><strong>&nbsp;</strong>All the other charts will be shown in the<strong> secondary area</strong> and can also be moved to the right or the left.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_51.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_51.png"></a><a title="Vertical view - Primary area vs Secondary area" href="http://mscrm-addons.com/images/blog/files/image_51.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_51.png" alt="image" width="481" height="352" /></a></div> </p> <p><em>Figure 5: Vertical view - Primary area vs Secondary area</em></p> <p><em><br /> </em></p> </div> <div> <p><strong><span style="text-decoration: underline; font-size: small;">1.3 The Horizontal View-Layout</span></strong></p> </div> <div> <p>The main chart will be horizontally located on your screen in the primary area.</p> <p>All the other charts will be shown in the secondary area and also can be moved to the right or to the left.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_52.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_52.png"></a><a title="Horizontal view - Primary area vs Secondary area" href="http://mscrm-addons.com/images/blog/files/image_52.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_52.png" alt="image" width="489" height="360" /></a></div> </p> <p><em>Figure 6: Horizontal view - Primary area vs Secondary area</em></p> <p><em><br /> </em></p> </div> <div> <p><span style="text-decoration: underline;"><strong><span style="font-size: small;">2. Layout visibility:</span></strong></span></p> <p>If you are the owner of a dashboard and you define and save a custom layout, other users get your saved layout too.</p> <p>At least, as long as they save their own personal layout view.</p> <p>&nbsp;</p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> </div>9488