The Calendar: Uncovering its hidden treasures
The calendar in the Resco Mobile CRM application for MS Dynamics CRM can do loads of things.
Let me walk you through them.
Want to see more than just pictures? Watch this short video that summarizes most of these features.
Gives you a 1-click access to the details about each activity
It’s right there! All you need to know.
By default, the calendar shows Appointments & Service Tasks. However, the professional version can show all types of activities, you name it: phone calls, tasks, custom activities, …
A picture doesn’t really capture the essence of this, better try it out:
Tap on the screen to create an appointment. Tap on an appointment to get details about it. Long tap and drag&drop to reschedule one.
You’ll be able to see meetings, phone calls, team appointments, etc. all at once.
Reminds you of upcoming appointments
So you won’t forget!
Provides 4 views to choose from: Agenda/Day/Week/Month
If you decide to customize the calendar, you can also:
Differentiate events by color
Not only is it visually appealing but it also helps you to navigate more quickly.
Get rid of unnecessary days and hours
Saturdays and Sundays are off duty in this calendar, so are hours before 9 a.m.
Allow seasonal workers to only see specified months
If your company has trainees or other temporary workers, you can give them access to only those days/weeks/months that match the duration of their stay.
Use multiple calendars
Why just have one if you can have two or more?
But really, it’s great if you want to separate your own appointments from, for example, your team’s appointments.
And the cherry on top!
Import events from your private calendar/ export events into your private calendar
You’ll see everything at one glance, no need to switch between personal and CRM calendar to make sure the invitation you are just about to accept fits into your schedule.
Go ahead, give your calendar some breath of fresh air.