Summary
There are 3 types of diary entries you can create.
- Call. The majority of your diary entries will be in the form of a Call – since you will be using the app to schedule in planned visits with your customers.
- Meeting.The Meeting entry is used to occupy space in your diary to show work related activities not involving any customers, for example, attending the company’s annual Sales Conference.
- Leave. Use this entry type to mark the time and dates in your diary when you are on away on leave.
Adding New Entry
In 1 Day Mode, the button to add a new entry is located in two places, but only can be seen in one place if you are using the 5/7 Day Mode.
1 Day Mode
Press the + button positioned in the top right corner.
Or press the Add a new entry button seen on the centre of the page.
5/7 Day Mode
Tap and hold your finger on a desired time slot to add a new diary entry.
Once the Add Diary Entry page appears, you can choose the entry type to create.
Add a Call
- Once the Add Diary Entry popup appear, ensure the Call option is selected.
- Tap Select Accounts. Select 1 or more Accounts to create calls for.
- Type. Choose from the available Call Types.
- Date. Choose a date or leave it unchanged. The default date will always be the currently selected day.
- Next Available Time Slot. Specify if you wish to schedule the call for a certain timer or prefer it to be added into the next available time slot.
- Start Time. Depending on what was decided in the above step, you can set the calls' start time.
- Duration. Specify how much time you anticipate spending on the call.
- If the calls needs to be created and started immediately, then select Save & Open to load directly into it, but if the intention is to attend it at a later time or day, then choose Save instead and add it to return back to the diary.
Add a Meeting
- Ensure the Meeting option is selected.
- Type. Choose from the available Meeting Types.
- Start Date. Choose a date or leave it unchanged. The default date will always be the currently selected day.
- End Date. Choose the date when the meeting finishes.
- All Day. Specify whether the meeting is an all day or partial day event.
- Start Time. Depending on what was decided in the above steps, you can set a start time.
- End Time. Select end time if the meeting has a start time.
- Details. enter in notes if necessary.
- The meeting will be added to the diary when you press Save.
Add Leave
- Ensure the Leave option is selected in the Add Diary Entry popup.
- Type. Choose from the available Leave Types.
- Start Date. Choose a date or leave it unchanged. The default date will always be the currently selected day.
- End Date. Choose the date when the leave finishes.
- All Day. Specify whether the leave is an all day or a partial day occasion.
- Start Time. Depending on what was decided in the above step, you can set a start time.
- End Time. Select an end time if the leave has a start time.
- When you press Save, the meeting will be added to the diary.