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Former Member
May 13, 2008 at 01:13 PM

My Appointments Today

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Hi all,

As you are probably aware there is a block called "My Appointments Today" in the front page of the CRM WebClient UI. There the user sees all his/her activities for today. However, I have requirement to exclude certain marketing activities from this list. Is there an easy way to exclude a specific transaction type from this list?

The marketing activities are shown even though the have status "Completed".

/Anders