Creation & management of calendar events - events are created by a user to which it will most likely be linked to a contact within the database.
Group
(shared) calendar - Legrand allows for the scheduling of appointments on behalf of
others, check availability/activity and report on the activity of users. Groups can also be used to easily manage calendar functions between internal user groups or departments.
Resource scheduling - support for
resources to be allocated against calendar events. This enables the management and scheduling of resources. Common resources include; equipment (e.g. specialist machinery or
a projector), venues (e.g. board room or visitor car park) or a vehicle (e.g. a delivery van or common work car).
Customisable view & reporting - users are also flexible in the ability to specify the layout and colours of their calendar. In addition users can specify which other users events they would like displayed on the screen.
Historical reference - generally calendar events will be linked to a contact within the database. This enables users to review calendar history when a contact is displayed.
Tracking against campaigns, opportunities & customer service issues
(jobs or projects) - calendar events can also be linked to marketing events/campaigns, opportunities and/or customer service issues. This enables users to monitor the works directed towards these and retrospectively report on the level of input against effectiveness.
Resource scheduling - Legrand also enables users to schedule resources (for example a boardroom and/or projector) such that other users are able to track availability of organisational resources within one central calendaring system.
Outlook integration - Calendar events (as with tasks and contacts) can easily be transfer to and from MS Outlook. Users can imports calendar events for their Outlook file or transfer events into Outlook. This can be done on a record-by-record basis or in mass. An screen shot of the export to Outlook functions is displayed below.
;)
;)
;)
