The CRM Resource Planner is used to diary and manage the use of each of the Resource based Users available in Sage CRM. In our example, we are using a delivery company who use the resource planner to book delivery vehicles as the Resource to be managed.
What's new in Resource Planner 2.1 ?
- Change resources on top or on the left; can be set globally by administrator or for each user
- Select what calendar to be used (standard CRM calendar or default resource planner calendar)
- Improved performance by using AJAX call to render the grid
- Quick create/edit/delete meeting or meeting status changing using right click context menu actions
- Send email to resources containing details about their scheduled meetings
(click on any image to enlarge)
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The Resource Planner is a visual representation of all available resources. Each resource will have allotted time slots aligned vertically, displaying the time of day, creating a resource Time Box. (The Time slots are configurable).
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Various vew modes
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Each resource Box is a visual representation of each resource at a specific time. When the User calls up the Resource Planner, depending on the time of day, the resource boxes are either greyed out, denoting the time period has lapsed, or contains a hyperlink to a Popup window.
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You can choose between CRM business calendars and decide which one defines the grid, change colours for each resource or setup default resources column position.
The column position can also be setup per user, by going to Adminsitration User Details Screen
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Resource Planner 2.1 Features
- View by Day, Week and Month mode.
- Completely customizable CRM screens so you can decide what is actually displayed inside the cell. This also allows you to link any primary, secondary or custom entity to the resource.
- Enhanced drag & drop functionality with advanced conflict management - eliminating the risk of double booking a resource and/or a user that is busy at that time.
- Resource colour configuration so you can decide what colour is allocated to each resource.
- Complex and customizable filter boxes - so you can filter out resources which make up the grid or display actions that meets your certain criteria (eg: Meeting with the status of Pending for user Peter Johnson within that day, week or month).
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