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Copy the query that e-manage formulated from the lower section of the window in above screenshot.
Navigate to Tools → Configure → Day Planner Items
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3. Select the Profile you wish to add the new Day Planner Item for.
4. Click “New” on the lower middle section of the screen.
5. Select a Category, Name your new Day Planner Item, select Record Type, add brief Description and lastly PASTE your Query.
6. Select Save.
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If the user has the Day Planner currently open and would like to access this new query right away, in their Day Planner view click on the Refresh icon in the upper right corner of the Day Planner Items List.
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You must have the appropriate rights to Configure Day Planner Items for Profiles. |
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