Configuration Details for Auto Scheduling
Last updated
Last updated
System admin and Maplytics admin can set the default settings for Auto Scheduling in the Default Maplytics Configuration Detail record. They can also set the start time as the default start time for the first activity as well as default values for other preferences for Auto Scheduling.
Go to Maplytics App > Settings > Maplytics Configuration Details > Default Configuration details record for the user > Auto Scheduling
Admins can also select the Activities that are needed to be considered while Considering Existing Meetings in Auto Scheduling. If no Activities are selected here Auto Scheduling will consider all the Activities while Considering Existing Meetings. If Admins have selected Activities here then only selected activities will be considered while Considering Existing Meetings in Auto Scheduling.
Users can also set the default settings for Auto Scheduling in their respective Maplytics Configuration Detail record.
Go to Maplytics App > Settings > Maplytics Configuration Details > Configuration details record for the user > Auto Scheduling
Create Activities for Custom Entity:
A custom entity should be linked to any OOB Entity into Entity Maps in order to Create Activities for the Entity.
If a custom entity has its own address, the option to create Appointment and Service Activity will not be available. The user can only create activity of Bookable Resource Bookings