25Live - Creating Outstanding Event Search
Summary
Creating a saved search that will find all outstanding events for a specific scheduler.
Body
Issue/Question
25Live Schedulers creation of outstanding event search
Environment
Resolution
- Log into 25Live Pro
- Click Go to Search button
- Make sure the Events option is selected in the Select Object: drop down
- Click the Advanced toggle
- Click Add Criteria
- Choose Contacts
- Change the Any Role option to Scheduler
- Click on Edit button
- Search for the contact that is the owner of the events that you are scheduling for
Note: Please contact the Service Desk if you are uncertain of the contact information you need
- Select Done
- Click Add Criteria
- Click Event States
- Click Edit
- Choose Tentative
- Click Done
- Click Save As Name this something that will make sense to you. Also make sure the Add to starred searches is Yes
Details
Details
Article ID:
6557
Created
Sat 8/7/21 3:14 PM
Modified
Wed 8/11/21 12:05 PM