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View calendar of Contact

New Member
Posts: 6
Country: United States

View calendar of Contact

 Can I view the calendar of a contact?   I am creating a schedule of customer visits by creating a calendar meeting between one of my employees (a system user) with a a contact.   I want to be able to view and print all appointments for the customer.

 

Please let me know if this is feasible, and how.

 

Many thanks,

 

Art Meisler

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: View calendar of Contact

Unfortunately, the calendar view can only be filtered by User, not by contact. But what you can is:

- Bring up the contact in the Contact Detail view

- Go to Reports/Activities

- Choose Current Contact and All Users under the General tab

- Choose desired activity and date filters under the Activity tab...and print

 

Should give you a list of the activities within your filter criteria just for that contact.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.