Diary Overview

Diary Overview
The Diary is your daily planner and helps you better organise and manage your appointments. The default planning view for the diary is set to a single d...
Mon, Feb 22, 2021 at 8:49 PM
1 Day Mode
Call Layout Calls will be presented in rows using the following columns: Time Any calls saved with an appointed start time will gave this information s...
Mon, Feb 22, 2021 at 8:50 PM
Diary Sidebar
Summary Tapping any account in the Diary will draw out the action sidebar. There is a Partial and Full mode for the sidebar. NOTE: The sidebar sett...
Mon, Feb 22, 2021 at 9:15 PM
5/7 Day Modes
Summary Diary entries in this view are displayed as rectangular tiles and positioned appropriately onto the 5 or 7 day layout based on a call's assig...
Mon, Feb 22, 2021 at 9:20 PM
Entry Types
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...
Mon, Feb 22, 2021 at 9:43 PM
Adding a Call
Steps Add a new diary entry. Ensure the Call option is selected from the Add Diary Entry page. Select Account. Select the account/s you wish to cr...
Mon, Feb 22, 2021 at 10:02 PM
Adding a Meeting
Add a new diary entry. Ensure the Meeting option is selected. Type. Choose from the available Meeting Types. Start Date. Choose a date or leav...
Mon, Feb 22, 2021 at 11:18 PM
Adding Leave
Add a new diary entry. Ensure the Leave option is selected. Type. Choose from the available Leave Types. Set to All Day. Specify whether the l...
Mon, Feb 22, 2021 at 11:19 PM
Trip Zones
Summary Trip zones are customer account filters created by the user for the individual user. This will allow you to categorise your accounts based on loca...
Mon, Feb 22, 2021 at 11:21 PM
Adding a Trip Zone
Trip Zones. Tap on the Trip Zone button to load My Trip Zones popup. Tap Manage. Alternatively, you can select Manage Zones from the menu item. Add ...
Mon, Feb 22, 2021 at 11:22 PM