<< Click to Display Table of Contents >> Navigation:  System Configuration > Optional Modules > Resource Planner

Click: Tools > Customise > Resource Planner

 

These options relate to the appointment diary

 

Prompt Sequences

 

You can select the order in which the schedules display information on the appointments blocks. Select from the drop down boxes which data you want to start with and then select the others. You would want to set the more important (unique) information first as if the appointment box is small it will cut off the data at the bottom.

 

 

Use Contact History

Tick this option to use contact history for the resource planner.

This uses the type of contact history to populate the resource planner. Otherwise the resource planner will be populated by orders using the fitting information from the Accept screen.