Activities and Appointment Management

Aurea CRM web’s appointment management supports you in collaborating efficiently within your company and with your customers.

You can do the following:

• Display an overview of your appointments in the calendar, see Calendar.
• Display, edit and delete appointments, see Adding Appointments, Adding Activities, Adding Tasks and Adding Absences.
• Use filters to determine which appointments are displayed in the calendar, see Filtering Appointments.
• Handle conflicting appointments, see Appointment Planning.
• Send and reply to e-mails from appointments, see Activities and E-mails.
• Store information such as absences, see Absences.
• Use tasks, reminders and To-Dos to structure your work, seeTasks.
• Schedule customer visits in the daily and weekly planning view, see Daily and Weekly Planning.
• Display the availability of reps in the resource view, see Resources.