Working with Follow-Ups

• Select your data sources for the follow-ups

  Improve legibility by showing only that information you actually need. The Follow-ups are always sorted chronologically, with one tile per data source.

  1. Select one data source by left-clicking (hold down the Ctrl key for multi-select) and click on  Apply. The data sources offered here can differ from the ones in the calendar.
  2. Move the order of the data sources by holding down the left mouse button (drag-and-drop).
  3. Select one data source by left-clicking (hold down the Ctrl key for multi-select) and click on  Apply.
     Example: Only show contact notes and birthdays
  4. Click on each data source to set further options such as:
     1.  Filter
     2.  Hide when empty
     3.  Standard list or  Custom list.
• Filter your data

  Click on the individual data sources in the toolbar for further options (filtering, hiding or switching to special lists).

  1. To filter further, click on the data source and select  Filter. From the drop-down menu, select e.g. the Status, User or Room.
     Example: See all tasks assigned to one user group or all events that have an "on hold" status.
  2. To switch back to the normal view, click on the data source and select the  Standard list from the drop-down menu.
  3. Click on  Own data to show only your own data.
  4. Enter the text you want to find in the search field. Only the records containing that text will be shown.
• Save your settings

  Certain information is needed again and again, even if other calendar views may become useful in the meantime. Save various Views for easy retrieval later on.

  1. Set your  Data sources,  Filters and Views as required.
  2. Click on Views and select  Save to save your current settings either under a new ( New) or existing name.
  3. Specify whether this new view is a personal  User view or a  Group view also available to others.
  4. Enter a name for the new view. As soon as you have confirmed the name, the new view will be available for selection in the drop-down menu under Views.
  5. Click on the dropdown triangle of the window title and select  Auto-start to open the new view automatically immediately on starting the application.