Hide the Account column in Easy Calendar

Owned by Jordan Junkermeier
Last updated: Jul 08, 2024Version comment
2 min read

Contents

Overview

This document outlines how to hide the Account column in Easy Calendar.

Hiding the Account column in Easy Calendar also hides the Account column in Batch Entry.

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Walkthrough

Follow the below steps to hide the Account column in Easy Calendar.

Create Custom Metadata records

When the Account column is hidden, Easy Calendar uses Second Record to Account Mapping Custom Metadata records to automatically set the Account based on the Lookup field selected as the Second Record.

Follow the steps in Configure Second Record to Account Mapping Custom Metadata records to map Lookup fields to Account fields.

Select checkbox in Time Tracking Settings

After the Second Record to Account Mapping Custom Metadata records have been created, the next step is to select the Hide Account: Batch Entry/Easy Calendar checkbox on the Time Tracking How To & Set Up page:

  1. Navigate to the Time Tracking How To & Set Up page.

     

  2. In the Time Tracking Settings section, select the Hide Account: Batch Entry/Easy Calendar checkbox.

  3. Click Save.

See also

Time Tracking is built by Fostering and powered by Salesforce.