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Automatically include the superior item into the meeting subject

Prefill Calendar Entries With Data From Superior Item defines whether the function automatically fill data from superior item when you are creating calendar. The function automatically fills data right when you select superior item for the calendar. Prefilled are:

  • Name of the superior item as the name of the calendar
  • Location
  • Journal records that are related to the superior item - journal records are filled to the body of a calendar.

For more information about prefilled data, go to Automatically Added Important Data.

Double-clicking Prefill Calendar Entries With Data From Superior Item in the list will bring up the Global Setting card.

Field on the Global Setting Detail

If the check box is marked, the function is enabled and the mechanism is automatically inserting important data from superior item. Each user has also one other possibility to customize his or her setting. In the eWay-CRM Settings > Calendar, user can set whether his or her calendar items will have prefilled location and journal entries.

If the check box is not marked, the function is deactivated and the automatic prefilling is not used. User also will not see the option in eWay-CRM Settings > Calendar.

Clicking OK in the lower part of the Global Setting card will save changes and close the card. If you wish to close the Global Setting card without saving any changes, click Cancel.

Availability: The setting is available since eWay-CRM 5.2.2.