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Former Member
May 07, 2014 at 06:24 PM

Account calendar within CRM 7.0 EHP1?



I'm trying to find more information in regards to an account calendar that can be utilized within CRM. I'm running CRM 7.0 EHP1.

Within the Calendar work center, I can view appointments created for a specific employee. By having this, I will not "double book" a meeting with that specific employee.

It appears that the same functionality for an Account or Contact is not available within CRM. The business case is that we need to see when associates will be meeting with an account, to ensure that no one is double booking the time for the account.

If there are any suggestions for achieving this, please let me know.