Viewing & Using the SUMO Multi-Calendar

The Multi-Calendar is a powerful calendar tool built native in Salesforce that provides calendaring for appointments and events, including hosts, locations, rooms, and resources.

It is designed to support thousands of calendars including calendars for hosts, locations, rooms, and resources.  Each individual user has the choice to use their Microsoft Outlook, Google, or Salesforce calendar. SUMO will also display if there is a non-SUMO created booking that blocks your availability on your connected calendar. This will allow any SUMO user to see all appointments or events at a glance no matter the source of the appointment or event. Non-SUMO created bookings are automatically displayed on the Multi Calendar when you connect your Calendar.

Customizing Your View in the Multi-Calendar

In this header area users may:

• Create Appointments, Events, Blocks

• Click forward and backward into the future and past.

• Jump to a specific date.

• Choose from different modes (day, week mode, etc).

• Choose to display Appointments Only, Events Only, or both.

• Refresh the Calendar

• Hide the Filters

• Edit Calendar Settings

Using Multi-Calendar Filters

The Multi-Calendar includes a location, host, and service/skill filter. You can create Saved Filters for different locations, rooms, or teams consisting of specific users.  Simply choose the filters to meet your needs, then click save to save your filters.

A specific filter for each OHS team has been created, and can be easily selected by clicking the “Saved Filters” dropdown menu as shown below: