Customer Resource Manager/Scheduler

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CRMButton1 Click on this button to run the Customer Resource Manager/Scheduler (CRM) procedure.

 

The KwikSALESTM tightly integrated Customer Resource Manager/Scheduler Multi-Tabbed/Function Screen will appear... 

 

BSTCRMReminderCalendar1

 

Right click inside of a day's box in the screen above to get the the following popup menu to manage the reminders...

 

BSTCRMReminderPopUpMenu1

 

Click on the appropriate pop-up menu choice to get the Reminder Form Maintenance screen...

 

BSTCRMReminderEntryForm1

 

Fill in the fields/controls on the Reminder Form screen and press the [+Add] button...

 

BSTCRMReminderEntryForm2

 

Resource-Day, Week, Month

 

Click on the Resource-Day Tab to get the following left-to-right scrolling Monthly Scheduler screen...

 

BSTCRMResourceDaySchedule1

 

Right click inside the grid where you want to schedule a resource to get a pop-up menu...

 

BSTCRMResourceDaySchedulePopUp1

 

Enter the "resources" to schedule...

 

BSTCRMResourceDayScheduleEdit1

 

Fill in the resource and schedule information...

 

BSTCRMResourceDayScheduleEdit2

 

Click on the Week Tab to get a left-to-right scrolling Weekly View to add,edit or review...

 

BSTCRMResourceWeekScheduler2

 

Click on the Month Tab to get a left-to-right scrolling Monthly View to add, edit or review...

 

BSTCRMResourceMonthSchedule1

 

Click on the Customer-Activity-Sales Opportunity Tab to get a Window with all of the Customer Sales Management Functionality on one screen. 

 

BSTCRMResourceSalesOpportunity1

 

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...   

 

BSTCRMResourceSalesOpportunity2

 

Timeline-Week Tab...

 

BSTCRMResourceTimelineWeek1

 

Timeline Month Tab...

 

BSTCRMResourceTimelineMonth1

 

Timeline Year Tab...

 

BSTCRMResourceTimelineYear1

 

 

End of Customer Resource Manager/Scheduler