The diary is used to record all confirmed calls & speculative appointments, meetings and tasks. It allows schedule planning and review.
Contacts and meetings will be automatically entered into the diary as they are recorded against the customer or location, either directly from the records or from the Call to Action List. These are used for activity reporting.
Tasks are independent of contacts and meetings and are entered into the diary manually. Reminders can be set which will display each time a new actisCRM session is opened.
The diary can be displayed in different formats, be exported as csv file which will open in Excel or exported as a pdf.
The diary is accessed from either the large button on the home page or from Activities on the menu bar
The diary will open at a week to view which is the default. Hover over each diary entry to see the full details of each call, meeting or reminder.
Navigation and display buttons for the diary are available at the top of the display:
Previous (left arrow): Moves to the previous period depending on the layout selected. If the diary displays weeks, then the display will switch to the week before. If the diary displays days, then the view will switch to the day before.
Next (right arrow): Moves to the next period depending on the layout selected. If the diary displays weeks, then the display will switch to the week after. If the diary displays days, then the view will switch to the day after.
Today: Moves to today’s date regardless of the display period selected.
Calendar: Choose the display date.
One Day: Switches the diary to a daily view.
Working Week: Only show days in the working week (Monday to Friday).
Full Week: Show the entire week.
Full Month: Show the entire month.
Agenda: Shows a list of your calls, meetings and reminders for the week. Hover the mouse over the entry to display more information.
The diary entries are colour coded to help distinguish between types. The colours are assigned automatically by actisCRM and cannot be changed. The Legend indicates the entry type.
AM/PM: Activity(Closed): will only appear once you have entered the Close Week information required for reporting purposes.
Important: Depending on your system set-up, Close Week reporting may be mandatory in which case the option to provisionally close the week will appear as soon as a call or meeting is saved to the diary.
The Action tab provides the following options:
Close week: Close the displayed week to confirm all activities and days worked.
View/Edit Entry: Select a diary entry to open the entry record. Note: This action item is dynamic and will refer to the diary entry selected, i.e. it may be View/Edit Task or View/Edit Meeting, etc.
Open Record: Select a diary entry to open the entry record. Note: This action item is dynamic and will refer to the diary entry selected, i.e. Open Customer, Open Location, etc.
Export to PDF: Exports the diary as a pdf ready for printing. Select the date range for the export.
Export to CSV: Exports the diary as a csv file which can be opened in Excel. Select the date range for the export.
New Task: Add a new task to the diary and create a reminder.
Show Meeting Contacts: Displays the customer information for each calendar entry ‚Äì this can appear as multiple entries for the same meeting where more than one person is invited.