In our release last Monday, Customer Manager Online added a number of enhancements, including Appointments on the Activity List! Now, in addition to reviewing open and closed tasks on the Activity List, you can view your past and future customer appointments.
To show you what this looks like, let’s say I set up an appointment with a customer, Kristy Abercrombie. I create a calendar appointment, add Kristy in the Customer drop-down, and add any additional detail for the appointment. I save the appointment and voila, it appears on the Calendar.
When I go back to Kristy’s Contact View, I see the appointment in Kristy’s activity list - alongside other tasks and appointments I had previously set up. Pretty cool, huh?
Now, what if I want to change the appointment time? From the Contact View, simply double click the appointment to edit the appointment in the Calendar View.
Just another feature to save you time and reduce the number of places you rely on for answers. What do you think?
Wondering what’s next? We’ll be adding appointments to the Vendor and Employee Activity Lists!
Email This Post
