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Schedule from List Views in Lightning Experience
Create events related to records directly from list views
- Business Need
- Productivity
No need to leave list views to schedule events related to your records. Install this app to create events from Contacts, Leads, Accounts, and Person Accounts list views. Please check out the user guide for important installation and how-to information.
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This is not at all similar to the feature in Classic
Was directed to this app by way of it being a solution to this idea: https://ideas.salesforce.com/s/idea/a0B8W00000Gda2yUAB/enable-draganddrop-scheduling-on-list-views-for-lightning-experience This solution is not at all similar to the feature described in SF Productivity guide: https://help.salesforce.com/s/articleViewid=sf.activities_inline_scheduling.htm&type=5 In fact, there is not any drag-drop ability in this App Exchange solution. (expcept for the standard out of box drag/drop of a calendar entry on a calendar --- which is not the use case of the Drag-and-Drop Scheduling) This solution misses the mark - and doesn't provide any good alternatives.
Disappointing "Solution" to a Classic Feature
Currently in the process of switching our org to lightning and a Classic feature that is heavily used is not available in Lightning. We were directed to this app but it fails to meet our needs. If it just had customization of the fields that are presented to the user, we could make it work.
Installed But Not Functional
Hello, this is the perfect solution for my internal customers... but it isn't working. The installation was completed as instructed. When selecting multiple contacts or accounts then clicking the Create New Event button, the screen switches to the calendar + event view, but only one contact/account appears out of those selected. The other lookup fields are non-functional - won't allow search results.
Not able to view contacts while creating events for accounts
Not able to view and select contacts while creating events for an accounts
Lack of functionality
Only is available in english, and you can not configure the fields in the calendar form