Skip to main content

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 Datenbank 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 ok Apply.
      Example: Only show contact notes and birthdays
    4. Click on each data source to set further options such as:
      1. Filter Filter
      2. Ausblenden Wenn Leer Hide when empty
      3.  Standard list or Liste 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 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 Standardliste Standard list from the drop-down menu.
    3. Click on benutzerfilter 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 Datenbank Data sources, Filter Filters and Views as required.
    2. Click on Viewsexpand and select save Save to save your current settings either under a new (neu New) or existing name.
    3. Specify whether this new view is a personal Benutzer User view or a Gruppen 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 stern grau Auto-start to open the new view automatically immediately on starting the application.