Calendar grid display: visit preview, views, and filters
Key Takeaway
Reps tap a visit on the calendar grid to see the visit preview without opening the visit record. An admin decides what the preview shows by adding related lists to the Visit and Provider Visit page layouts.
The Life Sciences Cloud Calendar is a grid where field reps see and schedule their visits, assessment tasks, time off territory (TOT) events, and general events. Reps control what they see with views, date navigation, and filters. They can also tap a visit to preview its key details without opening the visit record. Admins shape the grid through Planner Settings, Visit Settings, and page layouts, which control tile content, colors, zoom, and what the visit preview shows.
Calendar views and date navigation
The Calendar shows visits, assessment tasks, time off territory, and general events on one grid, so users can visualize and prioritize them together. On the grid, users switch views, create events, and filter events.
| Control | What it does |
|---|---|
| Day, Work Week, Week, or Month | Changes the calendar view |
| < > arrows | Move to the previous or next period |
| Calendar icon | Jumps to a chosen date |
| Today | Returns to the current day |
Each calendar view (Day, Work Week, Week, and Month) displays up to 300 visits. If a view holds more than 300 visits, the extra visits are not shown on the calendar. Plan scheduling volumes around this limit.