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There are 4 main elements to scheduling contained within Diary and the options for actions and resources.

 

•Diary

•Schedule

•Resource Planner

•Weekly Production List

 

 

The schedule resources and schedule actions are common list of resources (usually staff) amongst all 3 of these and the Contact History element 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 the 3 elements of scheduling:

 

Schedule -                Work as a warehouse schedule showing supplier deliveries and you can book in products from here.

Diary -                        Set as a salesperson's diary to view appointments and meetings.

Resource Planner -        Use to schedule resources for fitting/installation

 

Schedule terminology

 

 

Access your Calendar on your Mobile

You can setup a Google Calendar account to push your EQ diary entries online with EQ Google Calendar Sync, and then use Google with your mobile device.