Switching Contacts and Using Custom Values in the Mobile Calendar

What's New

The mobile app calendar now includes enhanced functionality for scheduling appointments. You can now switch the contact associated with an appointment while in the process of scheduling it. Additionally, custom values are now fully supported in the Custom Meeting Location field, giving you more flexibility when specifying where a meeting will take place. Calendar notes have also been improved—they will no longer be cut off, and you can tap "View more" to read the full text.

Why It Matters

These updates make the calendar module more versatile and user-friendly, allowing for smoother scheduling and better information management directly from your mobile device.

How to Switch Contacts While Scheduling

When creating a new appointment in the mobile app calendar, you can change the assigned contact at any point during the scheduling process. Simply select the contact field and choose a different contact from your CRM before finalizing the appointment details.

Using Custom Values for Meeting Location

In the Custom Meeting Location field, you can now enter and save custom text values. This allows you to specify unique or variable meeting places that aren't predefined in the system, providing greater customization for each appointment.

Viewing Full Calendar Notes

Calendar notes that exceed the initial display length will show a "View more" option. Tapping this will expand the note to show the complete text, ensuring you have access to all relevant information without truncation.