There are 4 main elements to scheduling contained within Diary and the options for actions and resources.
- Diary
- Schedule
- Resource Planner
- Weekly Production List
All options are available under this button on the main toolbar:
The resources and actions are common list of resources (usually staff) amongst all 3 of these and the Communication section of the customer screen.
The key to setting up these schedules (and the first step) is to decide which actions will appear on which schedule.
TIP - An example of using the 3 elements of scheduling:
Schedule | Work as a warehouse schedule showing supplier deliveries and you can book in products from here. |
Diary | Use to view appointments and meetings. Can be filtered by sales people and/or showrooms. |
Resource Planner | Use to schedule resources for fitting/installation. Allows for 1/2 days events as a minimum and works well for multi-day events. |
Schedule terminology
EQ Phrase |
Example |
Action |
Call |
Reason |
Confirm appointment time |
Resource |
Joe Bloggs |
Location |
Showroom |
Result |
To re-schedule |
Reason |
Customer requested another day |