Sharing Client Calendars between Reps

To share client calendars between two companies or reps, both using IE, go to the clients Address record and Vitals tab.

If a webcal access code does not exist, create one with the menu command:

From the Addresses menu choose "Generate IE Cal App-Web Calendar Access Code..." This will create a code in the vitals section.

Next share this code with the other rep.. You can easily copy a code to the clipboard by right clicking on the code.

Optionally they can choose to share their code with you in the same way.

After getting the access code from the other rep enter it under the vital "Other Rep Calendar Access Code"

From this point on when viewing a shared client's calendar, you will see the events that you've entered combined with events from the other rep.

Details about the events from the other rep can only be viewed by mouseing over an event in the calendar or by right clicking on an event in the BTL Scheduler.