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Calendar management

Title Widget Widget description
Appointments

 

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  1. Number of today's appointments

Click shows today's day in the calendar

 

Available
     a. Cockpit

     b. Customer details

 

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  1. Shows the first 4 customer appointments of the current day. Appointments without a customer (e.g. prospects) are not shown
    Click opens the appointment
  2. Number of today's appointments
    Click shows today's day in the calendar
  3. Switch to the Map view

 

Available

    a. Cockpit

General

Kebab menu (image.pngimage.png)

Type Menu item Explanation


Map


List


Tour suggestion

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Only one active entry is possible.Only one active entry is possible.

 Visit colour  

Only one active entry is possible.Only one active entry is possible.

 Activity colour

Only one active entry is possible.Only one active entry is possible.

 ABC status

Only one active entry is possible.Only one active entry is possible.

 Revenue

Only one active entry is possible.Only one active entry is possible.

 Due date

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Change agent DAILY REPORT / calendar management / Change agent in appointment scheduling


Move appointments


Copy appointments


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Create serial appointments DAILY REPORT / calendar management / Calendar management / Create serial appointments


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Tour optimisation Requires licence for: Tour optimisation module


Personal locations Requires licence for: Tour optimisation module


Follow-ups

Functions in the title bar

Icon Explanation
+

Add appointment (if a day is selected in the calendar view, that date is used. If no day is selected, today's date applies. Time is 12:00 noon.

Appointment end is start + visit duration (if visit duration is not present, 30 minutes applies)

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Starts a workflow

Only visible if the "Workflow" module is licensed and a corresponding workflow exists.
Calendar management (name)

Display of another calendar

Header

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  1. Left and right arrows to change the calendar week
  2. Display of the shown calendar week
  3. Current day
  4. Displaymode
  5. Switch to today

Form

Details
Field Right Reference
Contact   Customer contacts
Type of activity   Code table: Appointment / Tour types of activity
Status
Code table: Appointment status
Result
Code table: Appointment results
Campaign
Campaigns
Fixed appointment

Comment

Visit announcement
Field Right Reference
Send Notification of Visit  
Subject   Code table: Appointment text blocks
Announce appointment DAILY REPORT / calendar management / Visit announcement
Brief text

Objectives
Field Right Reference
Type  

 Code table: Objectives
Miscellaneous
Field Right Reference
Created by

Created for  DAILY REPORTS / calendar management / Change agent in appointment scheduling
Recorded
Date and time of recording
Edited
Current date and time on change
Address
Field Right Reference
Street
Debtor master data
Postcode
Debtor master data
City
Debtor master data
Country
Debtor master data
FAQ

 

Release