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Calendar overlay - time slots

Copper Contributor
Posts: 136
Country: Canada

Calendar overlay - time slots

Is there away or app that allows to overlay time slots in Act.

I want to set up time slots for specific activities - ie client calls - client meets - prospecting....

Outlook allows multiple calendars that overlay so that you can quickly see when time is available 

 

Suggestions 


Thanks

 

Tom David Moxam
Nickel Elite Contributor
Posts: 566
Country: USA

Re: Calendar overlay - time slots

In what I regularly use Act! to schedule my activities...

 

...  With the desired contact on the screen, start the creation of an activity ...

1.jpg

 

 

... I select the date, the duration in time, the human resources and other resources that I need for that activity ...

2.jpg

 

... In the AVAILABILITY tab of the same activity I review how I, and my selected resources Are available or occupied

3.jpg

 

... Then, in the calendar of Act! I can have visibility of my activities and my other co-workers

4.jpg

 

...

 

 

I'm not an expert, but it's the way I manage the calendars of activities and the way other activities overlap others in my work schedule

 

Important note: It is recommended that you create a backup of your database periodically (File - Backup - Database -  - Click on BROWSE to place this backup in your Documents folder) and later... place a copy of that ZIP file in a USB memory or external disk for more security in case your computer or server's hard drive is damaged.

 

FIRMA.png

 

 

 

 

 

 

PRAXI SOLUTIONS INC (CRM and FSM Solutions)
contactus@praxisol.com
customercare@praxisol.com
https://www.praxisol.com/solutions
Copper Contributor
Posts: 136
Country: Canada

Re: Calendar overlay - time slots

How do you add resources?

It is not on scheduling form.

Searching help/KB has not info

 

Thanks

Tom David Moxam
Highlighted
Employee
Posts: 302
Country: USA

Re: Calendar overlay - time slots

[ Edited ]

14020 How to Add and Manage Activity Resources in ACT!

http://kb.act.com/app/answers/detail/a_id/14020/kw/resource%20list

Hope this helps,

Carl

Copper Contributor
Posts: 136
Country: Canada

Re: Calendar overlay - time slots

thanks

Tom David Moxam