Scheduling:
Scheduling
from an Entity
You can quickly schedule an appointment to any
entity. This is a very useful feature, but rarely used in other applications like MS
Outlook, etc., because you have to go through cumbersome steps and waits. In
cBizOne, using Quick Search, this is easy to use.
- Select the folder using Folder List.
- Select the desired item from the List View.
For example, John Doe in Contacts. You can quickly search for a Contact using Search Bar.
- Right click on the item, point to Schedule, and then click Call or Meeting
or Interview on the shortcut
menu to show the appointment window.
- Select the appointment date and time and click OK button.
Go
to Top
Schedule a call/meeting/interview/other/event (Activity
Type)
You can schedule an activity for all the entities Contacts/Consultants/Requirements/Companies
just by right clicking on any entity record.
- Select the Sub-Type from the lookup list and set the Priority from the
lookup.
- Same appointment can be scheduled for multiple entities mainly used for reporting
purposes. For Example, a Consultant is scheduled for an interview against the Requirement
belonging to a Contact.
- Set the Date, Time and Duration to schedule the Activity.
- To activate the pop up reminder check Reminder .
- Type descriptive Subject for the activity or select from the lookup.
- Type Notes to add details about the activity.
- Check Private if you want to make private to you, so no other users can
see it.
- Select Ok to schedule Activity.
Go to Top
Schedule a Task
You can schedule a Task for all the entities Contacts/Consultants/Requirements/Companies
just by right clicking on any entity record.
- Select the Sub-Type from the lookup list and set the Priority from the
lookup.
- Set the Start Date and Due Date to schedule the Task.
- To activate the pop up reminder check Reminder .
- Type descriptive Subject for the Task or select from the lookup.
- Type Notes to add details about the Task.
- Check Private if you want to make private to you, so no other users can
see it.
- Select Ok to schedule Task.
Go to Top
Scheduling From Calendar
Right Click in the time slot at which you want to schedule the activity, select Schedule
and then select the type such as Call or Meeting .
Go to Top
