Filtering Accounts in My Schedule
To focus on a relevant subset of accounts when planning and scheduling calls, users can apply filters to narrow the results displayed in the accounts panel. Account Views and Lists are leveraged to provide easy access to pre-existing, targeted groupings of accounts. This helps users quickly find accounts when scheduling calls.
For example, a user with an Account List of high-potential accounts can apply this list in My Schedule to filter the account list to only those key accounts, enabling quick and easy call scheduling.
Who can use this feature?
- Browser, iPad Users
- Users do not require an additional license
- End Users
Configuring Filtering Accounts for
End Users
To configure this feature, ensure Configuring Call Planning is complete.
Filtering Accounts as
End Users
The filter selector displays above the account list and determines which accounts display in the list. There are three default filters:
- All – lists all visible accounts
- All Business Accounts – shows business accounts only
- All Person Accounts – shows person accounts only
By default, Account Views and Lists display in the filter list. Select an account list or account view to filter accounts based on the criteria for the list or view.
When users select a filter, the accounts matching the filter display in the results area.
On the Browser platform, account filters are available on the Scheduler panel. Open the Scheduler to display a panel with the filter picklist and a list of accounts.
On the iPad platform, filters display in the Accounts panel for Week View, Scheduler View, and Map View. The number of accounts matching the filter displays in parentheses next to the filter name. Filters are not available in Agenda View.
