Resource Planner for Sage CRM

Product Features

Graphically manage and schedule your resources from a multiple weekly or monthly view. Users are color-coded for easy schedule viewing.

Easily view all scheduled activity in a weekly view.

Monthly View

Easily view all scheduled activity in a monthly view.

More Features:

• Drag and drop appointments or any scheduled activities quickly and easily.
• View all activity types, phone calls, meetings, demonstrations even custom types defined within your CRM system.
• Create your own icons to indicate custom activity, allowing for quick visual recognition of activities.
• Drag over empty areas within the calendar to schedule new activities and appointments using the standard SAGE CRM MME activity schedule.
• Customizable Tool tip style information on activities. See the key data fields you want just by moving the mouse over an activity.

  

• Filter your activities by multiple fields to allow you to quickly and easily find information.
• Assign your own colors to individual users, for easy grouping and sorting.
• Seamless integration with MME. No external applications,
• Monthly view and weekly view support, along with 5 day working or 7 day week views.
• Easy point and click installation on your web server.
• No local client installation or configuration.
• Multiple user calendar, view up to as many users’ calendars as you require.

For more information please e-mail us at info@axisintegratedsolutions.com.