Complete these tasks to make it easy for support staff to work with the Appointment Manager in Student Success Hub.
- Allow the Appointment Manager to Pop Out
You can enable the Appointment Manager to pop out of the utility bar into its own window. Support staff can pop out the utility, arrange it onscreen wherever they like, and then pop it back into the utility bar or close the window when they're done. - Expand the Appointment Manager
Working in the Appointment Manager can feel cramped, especially when managing appointments with multiple attendees. To give support staff a better experience viewing and editing appointment and attendee details, you can make the Appointment Manager bigger. - Hide the Note Actions in the Appointment Manager
If you're using a custom object to manage support notes instead of using Salesforce Notes, then your support staff aren't using the Appointment Manager Action menus to add Notes. To prevent confusion, hide the Note Action menu options in the Appointment Manager.
Allow the Appointment Manager to Pop Out
You can enable the Appointment Manager to pop out of the utility bar into its own window. Support staff can pop out the utility, arrange it onscreen wherever they like, and then pop it back into the utility bar or close the window when they're done.
Because the Appointment Manager is a custom utility, the pop-out option is available only if you activate the critical update, Utility Bar: Enable Pop-Out for Custom Utilities. Review the critical update and see Using Pop-Out Utilities in Salesforce Help for setup details.
Expand the Appointment Manager
Working in the Appointment Manager can feel cramped, especially when managing appointments with multiple attendees. To give support staff a better experience viewing and editing appointment and attendee details, you can make the Appointment Manager bigger.
- From Setup, search for and then select App Manager.
- Click the action menu for Student Success Hub and select Edit.
-
Select Utility Items (Desktop Only) from the App Settings menu.
By default, the Appointment Manager is 720 by 480 pixels. Try starting with an increase of 50 percent (width) and 25 percent (height).
-
In the Appointment Manager properties, change Panel Width to 1080 and Panel Height to 600.
- Save your changes.
- Back in the Student Success Hub app, see how the Appointment Details and Attendee Snapshot panels look in the Appointment Manager (you may have to refresh the page and reopen the Appointment Manager). Adjust the utility's size as needed.
Hide the Note Actions in the Appointment Manager
If you're using a custom object to manage support notes instead of using Salesforce Notes, then your support staff aren't using the Appointment Manager Action menus to add Notes. To prevent confusion, hide the Note Action menu options in the Appointment Manager.
- From Setup, search for and then select Custom Settings.
- Next to SSH Hierarchy Settings, click Manage.
- Click Edit, then select Disable Enhanced Notes.
- Save your changes.
- Verify in the Appointment Manager that the Add Note action no longer appears in the Action menu for an attendee. Also verify that Add Note for All Attendees no longer appears in the Action menu for the appointment.
