View Source

When Lead is configured as a configuration option and you want to view Leads in the Reservation Form on the Resource calendar, you must add an extra Dimension Junction list to the Reservation Type view.

GoMeddo Widget & Integration > View Leads created from the widget on the Reservation Form in the Resource Calendar > image-20210112-082141.png

Create new Dimension

GoMeddo Widget & Integration > View Leads created from the widget on the Reservation Form in the Resource Calendar > image-20210112-082214.png

object name: Lead (without availability lookup)

GoMeddo Widget & Integration > View Leads created from the widget on the Reservation Form in the Resource Calendar > image-20210112-082317.png

add extra dimension field to Dimension: B25__Lead__c

GoMeddo Widget & Integration > View Leads created from the widget on the Reservation Form in the Resource Calendar > image-20210112-082418.png

add extra dimension junction: B25__ReservationContact__c
- Reservation Lookup API Name: B25__Reservation_Lookup__c
- Dimension Lookup API Name: B25LP__Lead__c

GoMeddo Widget & Integration > View Leads created from the widget on the Reservation Form in the Resource Calendar > image-20210112-082744.png

Add dimension junction display setting to Reservation Type(s) you want Lead to be displayed on: B25__ReservationContact__c (the one with Lead on it)
- Field Set to use: B25__Custom_Fields
- Dimension Junction: B25__ReservationContact__c
- Label: Lead

Be aware that there are now two B25__ReservationContact__c dimension junctions to select, because this object relates to Lead and Contact.

GoMeddo Widget & Integration > View Leads created from the widget on the Reservation Form in the Resource Calendar > image-20210112-082850.png

Once the new dimension junction display setting is added you can now see Leads and Contacts on the reservation popup on the resource calendar