Click on this button to run the Customer Resource Manager/Scheduler (CRM) procedure.
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Customer Resource Manager/Scheduler
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| Click on this button to run the Customer Resource Manager/Scheduler (CRM) procedure.
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| The KwikSALESTM tightly integrated Customer Resource Manager/Scheduler Multi-Tabbed/Function Screen will appear...
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| Right click inside of a day's box in the screen above to get the the following popup menu to manage the reminders...
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| Click on the appropriate pop-up menu choice to get the Reminder Form Maintenance screen...
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| Fill in the fields/controls on the Reminder Form screen and press the [+Add] button...
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| Resource-Day, Week, Month
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| Click on the Resource-Day Tab to get the following left-to-right scrolling Monthly Scheduler screen...
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| Right click inside the grid where you want to schedule a resource to get a pop-up menu...
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| Enter the "resources" to schedule...
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| Fill in the resource and schedule information...
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| Click on the Week Tab to get a left-to-right scrolling Weekly View to add,edit or review...
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| Click on the Month Tab to get a left-to-right scrolling Monthly View to add, edit or review...
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| Click on the Customer-Activity-Sales Opportunity Tab to get a Window with all of the Customer Sales Management Functionality on one screen.
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| Another variation of the same Customer-Activity-Sales Opportunity Tab screen... On both of these screens, which ever customer is selected/highlighted, all of the "related" pertinent Customer Resource Management (CRM) fields are shown for the selected Customer. That related data is shown along with that customer's reminders, activities, and sales forms are displayed in the bottom 3 browse lists...
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| Timeline-Week Tab...
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| Timeline Month Tab...
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| Timeline Year Tab...
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| End of Customer Resource Manager/Scheduler
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