MoversSuite can be setup to allow a user to access the Microsoft Outlook Calendar of the Salesperson or OA Surveyor assigned to an order depending on a system-wide setting.
Figure 20: Calendar button within Name, Address, Phone tab
The places within MoversSuite where a user can find the Calendar button are listed in the table below.
|
Associated Field and Location |
Description |
|
Agents > OA Surveyor |
The Calendar button will only appear along with the OA Surveyor field if the Agent > Origin Agent is defined as a sister agency (as set with the Sister Agency flag within the MoversSuite Administration - web > Move Setup > Agent setup). When the Calendar button is pressed, either the calendar for the logged in user or the calendar for the user specified within the OA Surveyor will be opened; depending on the System File setting. |
|
Name, Address, Phone > Salesperson |
This is the most accessible method in reaching the Calendar button. When the Calendar button is pressed, either the calendar for the logged in user or the calendar for the user specified within the Salesperson will be opened; depending on the System File setting. |
|
Sales Lead Information > Salesperson |
Only accessible when creating a new sales lead. When the Calendar button is pressed, either the calendar for the logged in user or the calendar for the user specified within the Salesperson will be opened; depending on the System File setting. |
Microsoft Calendar Settings within the
System File