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Set up Activities and Calendars

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Summary
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Previous: Adding Additional Users

To change your organization's user interface settings navigate to the Setup menu and click on Customize and then Activities and finally Activity Settings.

Enable Group Tasks

Select this checkbox to let users assign independent copies of a new task to multiple users.

Enable Sidebar Calendar Shortcut

Select this checkbox to display a shortcut link to a user's last used calendar view in the sidebar: In the sidebar, the calendar shortcut appears above the Recent Items component.

Enable Creation of Recurring Events

Select this checkbox to let users create events that repeat at specified intervals.

Enable Creation of Recurring Tasks

Select this checkbox to let users create tasks that repeat at specified intervals. If you disable this setting, users can still edit the interval of an existing recurring task, but cannot create new recurring tasks.

Enable Activity Reminders

Select this checkbox to enable activity reminders for your organization.

Apto can display popup reminders for upcoming tasks and events. Reminders notify the activity assignee of an upcoming task or event. The reminder displays in a small browser popup window when the activity assignee is logged in to Apto. When a user logs in, any reminders that have not been dismissed and reminders scheduled to occur since the last time the user logged out are shown in the reminder window.

If you disable this feature, users won't receive reminders for tasks and events that have reminders set. In addition, users will no longer be able to add new reminders, as well as configure default reminders. Existing settings and reminders for tasks and events aren't retained if you later enable reminders again. If you do this, users receive reminders for only the tasks and events that have been created or updated since you enabled the setting again.

Enable Email Tracking

By default, Apto tracks outbound HTML emails if your organization uses HTML email templates. You can disable this feature to control email tracking. If you disable email tracking, Apto no longer stores email tracking information for your organization. However, the HTML Email Status related list remains on page layouts and email tracking reports remain on the Reports tab.

Show Event Details on Multi-User Calendar View

If your organization-wide calendar sharing includes Show Details, or you're the manager of another user in the role hierarchy, calendar views typically display the details of user's events when you hover your mouse over the "busy" areas of the calendar. When you select the Show Event Details on Multi-User Calendar View checkbox, event details display on-screen rather than in mouse-over text. This setting applies to daily, weekly, and monthly calendar views for all users.

Note

  • Enabling this setting does not override calendar sharing. If a user's calendar details are not visible to other users because of calendar sharing restrictions or the user's position in the role hierarchy, this setting respects that lack of visibility.

Enable Multiday Events

Enabled by default. When this checkbox is selected, Apto supports events that end more than one day (24 hours) after they start. For information on creating multiday events using the API, see theForce.com Web Services API Developer's Guide. You can create multiday events using the API versions 13.0 and later.

Show Custom Logo in Meeting Requests

Select this checkbox to upload a custom logo that displays in meeting request emails and on the meeting's Web page that invitees see when you either invite them to an event or request a meeting with them. You can select only logos that have been uploaded to the Documents tab and made externally available. For information about size limitations and supported file formats, see our logo guidelines.

Logo Guidelines

When you use a custom logo in meeting requests, the logo appears in the following locations:

  • Email requests sent to invitees when you request a meeting or schedule an event
  • Meeting response pages where invitees select the times they can meet
  • Event response pages where invitees accept or decline the event

When you use a custom logo, keep the following in mind:

  • The image must be smaller than 20 KB and formatted as a .gif, .jpeg, or .png file.
  • For best results, use an image smaller than 130 pixels wide, 100 pixels high, and 72 pixels per inch. Automatic resizing may prevent larger images from displaying correctly in some email clients.
  • You must first upload your logo to the Documents tab to make it externally available.

Note

  • Other users can replace the logo if it's in the Shared Documents folder. To prevent unwanted changes, create a folder accessible only to system administrators and upload the logo there. You can't use a logo that is stored in the My Personal Documents folder or marked Internal Use Only.

You can't delete a custom logo from the Documents tab when it's being used in meeting requests. You must first either select another image to use as your logo or uncheck the option to display a custom logo in meeting requests.

Show Requested Meetings in the Calendar Section on the Home Tab

Select this checkbox to display the Requested Meetings subtab in the Calendar on the Home tab. This subtab lists the meetings a user has requested but not confirmed. Disabling this feature also removes the New Meeting Request button from the Calendar on the Home tab.

Allow Users to Relate Multiple Contacts to Tasks and Events

Select this checkbox to enable Shared Activities. If your organization has enabled Shared Activities, you can relate as many as 50 contacts to non-recurring and non-group tasks, and non-recurring events. You assign one primary contact; all others are secondary contacts.

 
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