Sales representants get access to their appointments in the WEB Portal in the Calendar navigation point, equivalent to the calendar view of time recording in the client/server version.

Depending on the desired functionality, the user will see all appointments or only those assigned to him.

The following functions are available in the calendar:

• Change the view to:
  • day
  • Working week
  • Week
  • Month and
  • Chronologically
• Navigation with
  • the arrow buttons,
  • “Go to Date…” from the calendar context menu (right click) or
  • via calendar using the down arrow button in the calendar navigation bar
• Creating appointments
• Editing appointments
• Deleting appointments

 

Working week view of the calendar on the WEB

 

An existing appointment can be opened by double-clicking it or by selecting “Open” from the context menu.

A new appointment is created via the context menu of the calendar (right click).

A simple new appointment or a new all-day event can be created.

If a time range was previously marked in the calendar, the start and end times will be transferred to the new appointment.

 

Context menu in the day view of the calendar on the WEB

 

A single appointment contains the following details:

Title	Text field	The title contains a short heading/description to identify the appointment.
Contact	Text field	The appointment ca be linked to a contact (e.g. a customer or supplier) and is then displayed directly to the customer. Enter the contact’s matchcode.
User	Drop down	Selection of the user responsible for this appointment. When creating a new appointment, the registered user is preset here.
Start	Text field + Calender	The start date and time can be written directly into the text fields or set by clicking on the calendar or clock symbol.
End	Text field + Calender	The end date and time can be written directly into the text fields or set by clicking on the calendar or clock symbol.
Description	Text field	The description field com´ntains detailed information about the appointment.
Project name	Drop down	Selection of a commission to which the appointment will be assigned
Dcument number	Protected Text field	If the appointment was created within a project document or assigned to a document (in the client/server version), its document number will be displayed here.

 

The appointment / time entry can be saved or deleted using the buttons.

 

Details of an appointment in the sales rep WEB calendar