Daily and Weekly Planning

You can use the daily and weekly planning area to plan your customer visits and add activities.

To add an activity in the daily & weekly planning area:

1. Select (Collaboration) > Daily & Weekly Planning, or click on (Daily & Weekly Planning) in the calendar. The search and calendar are displayed.
2. You can define default values for certain values under Activity Defaults. These values are automatically transferred to activities you add in the daily & weekly planning area.

   These default values are only valid as long as you are in the daily & weekly planning area. If you switch to another info area and then reopen the daily & weekly planning area, the default values are reset.

3. To search for companies instead of persons, select Company from the drop-down list in the header.

   

   Note: By default, you can search for companies or persons and account managers. Your administrator can define additional search options, see DayWeekPlanning in the Aurea CRM web Administrator Guide.
4. Enter your search criteria and click on Start Search.

   The search results are displayed in the results list between the search mask and calendar.

   

5. Drag the desired company or person to the desired time slot in the calendar to add an activity. Note that you there is no visual feedback until you drag the person/company over the calendar.

   If contact times have been defined for the company or person, these times are colored white in the calendar.

   The activity is added with the activity default values your have defined. (Default duration is one hour).

   You can select multiple entries in the search results (by holding Ctrl while clicking) and drag these to the calendar. The appointments are added one after another (in the order in which you clicked on the records).

6. The other functions in the daily & weekly planning area (e.g. filters, switching views) function the same as in the calendar.
7. Click on (Calendar) to switch to the calendar.