Calendar Events: Task and Appointments

Leads360 Reminders have been renamed and given expanded functionality. Instead of setting Reminders, you now set Calendar Events. Calendar Events are of one of two types: Tasks and Appointments. What was formerly the Reminder Popup is now a Calendar Event Alert. Any reminders that you have currently set have been converted to Tasks. 

Task and Appointment Definitions

• Tasks have a single due date/time.
• Appointments have both a start and end time.

Open the Add Calendar Event pop up by clicking the link on the Take Action section of the View/Edit Lead page or from the Options column or Right-Click menu on the View Leads Page.

Use the radio button to specify whether the Calendar Event is for a Task or an Appointment.

 The Time field on the Add/Edit Calendar Event Popup will take values for one time only.

Appointments two values, a Start time and an End time.

  

 

Print Calendar/Calendar Events

Print Calendar Function

The Tasks and Appointments in the Dashboard that can be printed.

  

Click the Print button on the Calendar Events section of the calendar.

 

  

The Print Calendar Events Window pops up, displaying the day’s Calendar Events

 

Check the Include Action Logs checkbox to include all the actions that have been taken on the lead.

 

The Printed Appointment Sheet includes the following information for each of your Calendar Events:

·         Date/Time – The date/time of the Calendar Event

·         Icon   -- One of two icons if depending on if the Event is a Task  or an Appointment.

·         Calendar Event Status – The status of the Event (options include Active, Past Due, Completed, Dismissed)

·         Title – The Calendar Event title entered by the User

·         Lead Identifiers – The lead identifiers for the selected lead

·         Description - The Calendar Event description entered by the User

·         Lead Status - The status of the selected lead associated with the Calendar Event

·         User – The User for whom the Calendar Event has been set

And if you include the logs when printing, the printed appointment sheet will include:

·         Action Date – The date/time when the action was taken

·         Action – The name of the action

·         Comment – The comment entered when the action was taken

·         User – The User who took the action

The Last 5 Actions Column now appears Dashboard Calendar Events Day View.

    

Last 5 Calendar Events Mouseover (as used on View Leads)	Action Popup (when User clicks Calendar Event Count number)

 

Calendar Events Alerts

Calendar Event Alerts offers a range of times. The range varies from zero minutes to two weeks.  

If you select Popup as one of the methods by which you will be alerted, you will now have the option to Snooze the alert. Tasks can be marked complete by clicking the Complete button.

From the Snooze pulldown menu, specify for how long you would like to snooze the alert.

When a user clicks the Completed button, the Date field in the Lead logs will display completed.

On the Calendar Event Logs on the Dashboard Calendar, completed tasks will show Completed next to the Calendar Event time.

Required Calendar Events for Actions 

 It is now possible to configure an action to require that a Calendar Event be set.

Administrator 

Add/Edit Actions Page

Check the Calendar Event Required checkbox

Click Submit to apply the change

User

These are the steps a user takes when taking an action that requires a Calendar Event.

  

User selects Action that requires a Calendar Event.

 

  

Add Calendar Event interface is expanded and displayed and Add action button is disabled.

 

Enter the Calendar Event information and click the Take Action & Add Calendar Event button. 

Add Calendar Event Link 

  

The Add Calendar Event link has been added to the Add Action interface.

Calendar Event Logs

The Calendar Event logs can now be seen on the View Logs/Take Action Popup and the Edit/View Lead page. Click the Calendar Event radio button to view the Calendar Event logs.

Duplicate Management Function

Automating your Duplicate Reconciliation and Merging

For users who have Duplicate Management enabled it is now possible to Automate Duplicate Reconciliation and Merging.

On the Duplicate Program Page click the Edit link to edit the program

Change the Reconciliation radio button from Manual to Automatic.

Click the Auto Reconciliation Rules tab.

Use this form to define the rules for automatic duplicate reconciliation.

Choose your preferred Settings.

To automate Merging, click the Merge Rules tab.

Use this form to select fields that will be merged when this program reconciles duplicates.

Note that this form affects automatic and manual duplicate reconciliation in slightly different ways.

·         Automatic: When a program uses automatic reconciliation the fields added here will be automatically merged.

·         Manual: When a program uses manual reconciliation the fields added here will be selected by default at the Parenting/Merging stage of the reconciliation. (See the “Parenting and Merging” section of this document for more information.)

Flagging Leads as Duplicates

When users identify duplicates on the View Leads page.