See also: Basic information about the Team calendar can be found in the section Activities, Team calendar.
Resources in the Team calendar
In the Team calendar, only technical resources or staff members as non-personnel resources are displayed.
Attention: As opposed to service resource planning, the calendars of internal staff members remain contact records, no matter whether a personnel resource (resources type = person) exists and is assigned for the internal staff members.
Resource planning for appointments is not only possible in service resource planning (for appointments of the "liable to release" type, i.e., in the standard, only appointments of the "service action appointment" subtype) but also in the Team calendar. To all the other “not liable to release” appointment types needed in everyday business, you can assign resources.
Technical and non-personal resources (resources type = Resource or Service object) can be released directly in the resource management for the team calendar using the Resources form under Calendar release. In the Team calendar, they can then be recognized in the column by their resource icon with a blue background.
Team calendar sorting
By default, only the contacts, and then the technical resources are listed. The sorting of the calendar selection list can be specified individually in the Sequence field. Mixed sorting is possible and saved in the client.
Displaying and releasing resources
Technical and non-personnel resources can be released for use by other users. They will then be available in the Team calendar of other staff members.
Release of resources for other users
Technical non-personnel resources can be released for the Team calendar directly in the resource management using the Resources form under Calendar release.
This makes it possible to use resources created in the resource management for appointments.