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Event dashboard
In ERPAG, you can create different tasks and assign them to your colleagues and employees.
In order to do so, the first thing you need to do is to create event types by going to:
Sales > Event types
ERPAG will offer you three event types on default:
- Call
- Meeting
- e-mail
But you can always choose to change them or create new ones, more suitable for your business flow, by using the ‘add new’ option.
This will open a window where you will be able to enter the description of the event, how long it is anticipated for the event to last, and you can also type in a note, if necessary.
Once you’ve done that, you can create an event. Go to:
Sales > Event dashboard
Here you will be able to see the list of the created events and their current statuses, as well as some other information. To create a new event, use the ‘add new’ option.
This will open a window where you will be able to specify the event by choosing the specific date and time (the ‘until’ field will be recalculated according to the duration you defined when you were creating the event type), to which employee you want to assign it, choose the event type and which contact person from a particular customer /supplier is included.
This is a common dashboard and it is visible to everyone, everyone can see it and update it by creating new tasks or changing the status of the existing ones. You can change the status by opening the wanted event and choosing a different status from the drop-down menu.
Also, if you started creating the event without creating the wanted event type upfront, you can always use the ‘add new’ option from the drop-down menu in the additional info section to add the wanted event type on the spot, and you can go to the event type list to add more details to it later on, if needed.
Last modified 3yr ago