CRM Manager Appointments and Actions (List)

For the Other Action Menu options (press F9 or the Other Actions Menu on the Button Bar) see CRM Manager Other Actions Menu.

The [ CRM Manager Appointments and Actions (List) ] tab displays appointments and actions in a read-only list format; whereas its sister tab, the [ Appointments & Actions Diary] ] tab, displays these in a diary format. The information can be filtered by date, user, type, customer/supplier URN or description. The not filter can also be used in conjunction with the description field. Whenever these filters are altered the Go button needs to be pressed to update the information in the grid.
The 'Appointments and Actions' tab consists of three areas:

  • Filters
  • Grid
  • Grid Colour Legend Footer

Note: The information in the diary is read only – new actions and appointments are added via the [ CRM Manager | Appointments & Actions [Diary] ] tab.

Filters

  • User (Red Traffic Light Filter   /Green Traffic Light Filter   traffic light filter): filter by user (Note: user task/action applies to, NOT the user who entered the task/action).
  • Type (Red Traffic Light Filter   /Green Traffic Light Filter   traffic light filter): drop down menu listing type. Options are Appointment, Action, Complete Action, Overdue Action or Past Appointment.
  • URN (Red Traffic Light Filter   /Green Traffic Light Filter   traffic light filter): filter by customer URN using the the green opening folder icon is normally linked to the opening of a dialog box that allows the user to browse and select a value or range of values   button to display the customer lookup screen.
  • Description: filters the grid by description, for example, a company may type email at the beginning of a description or urgent. Users can then filter using these words to quickly find specific items.
  • BtnNotCM.jpg: used in conjunction with the description field to eliminate a string of user defined characters from the search.
  • Date From and Date To (Red Traffic Light Filter   /Green Traffic Light Filter   traffic light filter): filter by date.

Note: the Go button needs to be pressed whenever a filter is changed to update the information in the grid.

Grid

The grid contains information as per the filter selection outlined above. The 'colour legend' key at the bottom of the screen allows the user to see if appointments and tasks are in the past, present or future. The column headings are:

  • Date: of the appointment or action.
  • Day: of the week of the appointment or action.
    Note: the yellow background means it's the first day of a different week and the week number is in brackets.
  • Period: displays whether the entry is in the Past, Today, Tomorrow, This Week, Next Week or in the Future (more than 2 weeks in the future)
  • Time: start time.
  • Type: for example appointment or action.
  • Description: of the entry. i.e. Appointment or Action
  • Company: if assigned to the entry.
  • User: who the entry is related to.

Appointments and Actions (List) Context Menu

  • Goto Customer: allows the user to view the customer details (if applicable).
  • Reassign User: allows the user to reassign the selected appointment/action to a different user.
  • Clear Selection: deselects the currently selected line(s).

Grid Colour Legend Footer

This defines the entries that are in the grid, via a colour code system, to enable the user to visually see whether the entries are from the past, today, tomorrow etc.


See Also

Visit KhaosWikiX at https://support.khaoscontrol.com/wiki_kcx/ to see the following:

Contact the Khaos Team