I have implemented the rad scheduler in my CRM where users log activity that have with our clients. Entities logged are
Calls
Meetings
Tasks
Training
Demonstrations
The usage of the sceduler is as much a record of what contact there has been with a client as it is a device for setting new appointments. For example if a client calls in to one of our support staff they will record details of that call. Obviously this is done when the call is completed.
I'd post you a screen shot of what I have to clarify my request but can't seem to find a way of doing that so I'll describe. On each 'appointment' on the scheduler I have a little icon to denote what type of activity the entry represents ie a little telephone for a call. This way a user can easily scan over a week's activity to see what calls have been taken with a client. However a call is often just a matter of minutes and will not have a duration like a training session might have. A user does ot want to have to enter an end time for a call just when it was taken. However if the start and end time of an 'Appointment; are the same or close the week view struggles to find a way of displaying this. I have two call that were taken at 10:00 and 10:03 and the "depth" of space allocated to the call is half and hour on the scheduler and all that gets displayed in this space is the little telephone icon and no details. Is there any way I can improve this display such as at least specifing a default depth for the call?
Thanks
Gary
Calls
Meetings
Tasks
Training
Demonstrations
The usage of the sceduler is as much a record of what contact there has been with a client as it is a device for setting new appointments. For example if a client calls in to one of our support staff they will record details of that call. Obviously this is done when the call is completed.
I'd post you a screen shot of what I have to clarify my request but can't seem to find a way of doing that so I'll describe. On each 'appointment' on the scheduler I have a little icon to denote what type of activity the entry represents ie a little telephone for a call. This way a user can easily scan over a week's activity to see what calls have been taken with a client. However a call is often just a matter of minutes and will not have a duration like a training session might have. A user does ot want to have to enter an end time for a call just when it was taken. However if the start and end time of an 'Appointment; are the same or close the week view struggles to find a way of displaying this. I have two call that were taken at 10:00 and 10:03 and the "depth" of space allocated to the call is half and hour on the scheduler and all that gets displayed in this space is the little telephone icon and no details. Is there any way I can improve this display such as at least specifing a default depth for the call?
Thanks
Gary