Call Planning Platforms

Below is a list of all Call Planning feature availability by platform.

Scheduling Calls and Activities

Functionality Browser CRM Desktop (Mac) CRM Desktop (Windows) iPad iPhone
Bookmarking Filters in My Schedule
Creating Calendar Entries in My Schedule
Creating Custom My Schedule Filters

Creating Unavailable Time Slots in My Schedule

Creating Unavailable Time Slots from Calls

Creating Unavailable Time Slots from Time Off Territory

Creating Unavailable Time Slots from External Calendar Events

Displaying Call Conflict Warnings
Displaying Office Best Times for Child Accounts

Displaying Warnings for Weekend Time Off Territory

Enabling My Schedule Map View
Filtering Accounts in My Schedule

Including Weekend Days in Time Off Territory

Managing Call Cycles
Managing Call Cycles for Child Accounts
MCCP Filtering in My Schedule
Preventing Duplicate Time Off Territory Entries
Scheduling Calls in Agenda or Day View
Scheduling Calls in Month View
Scheduling Calls in Scheduler View

Scheduling Calls in Week View

Scheduling Calls with Office Best Times
Time Off Territory - Creating
Time Off Territory - Viewing
Using Cycle Plans in My Schedule
Viewing Account Identifiers and Addresses in My Schedule
Viewing and Searching Accounts in My Schedule
Viewing Custom Information with Display-By

Managing Scheduled Calls and Activities

Functionality Browser CRM Desktop (Mac) CRM Desktop (Windows) iPad iPhone
Color Coding Planned Calls in My Schedule
Displaying Account Hierarchies in My Schedule
Displaying Events in My Schedule

Displaying Events in My Schedule for Event Team Members

Enabling Call Booking Support

Integrating My Schedule and Microsoft Outlook Calendars

Managing Calls and Calendar Entries in Agenda or Day View
Managing Calls and Calendar Entries in Month View
Managing Calls in Scheduler View
Managing Calls and Calendar Entries in Week View
Managing Calls in the Salesforce Calendar
Sending an Address to Maps
Sharing Calendars
Viewing Attendee Count and Details in My Schedule
Viewing Apple Calendars in My Schedule
Viewing Users' Calendars with Manager View