Group by column in calendar List – Sage CRM 2018 R3

By | February 19, 2019

We have been writing a lot about Sage CRM 2018 R3 version’s features and Responsive Calendar list. In this blog, we will be explaining one more feature of Responsive calendar list wherein you can group the data based on any respective column just like Reports.

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From Sage CRM 2018 R3 onwards, the Calendar List in My CRM section allows the Users to group the Calendar details based on any column available. Users just need to drag the column header above the list, where the message “Drag a column header and drop it here to group by that column” is displayed on the screen. You can refer below screen shot.

Once you drag the column header you can see in below screen shot that Calendar list details is grouped based on the column you added. Business users can also drag multiple column headers for grouping on Calendar List.

You can also remove the columns from Group by clause simply by clicking on cross as highlighted in below screen shot.

 

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