Adding Resources

You can add resources from the Rep info area, e.g. meeting rooms or equipment used for events.

Resources can be reserved for appointments, see Adding Reps and Resources to an Activity/Task in the Aurea CRM win User Manual. Enter a deputy for the resource. The deputy is responsible for administrating the resource, see Deputy and Superior. Activity and To-Do records relating to the booking of this resource are displayed for this rep.

To add a resource:

1. Switch to the Rep info area.
2. Click (New).
3. Select "Resource" from the Type drop-down list.
4. Enter the name of the resource into the Name field.
5. Enter the rep you wish to administrate the resource in the Deputy field (select View > All Mask Fields from the menu).
6. Save the record.