AppointmentPlanner for Sage CRM can reschedule several expired appointments at the same time, show free time slots and help field representatives in managing their activities.
After installation there will be a new index card "Appointment Planning" under "My CRM". Here you can chose between four features:
- Reschedule appointments in the past: all appointments, which are in the past but not closed, appear and can be rescheduled.
- Reschedule open appointments: the "Search" button looks for all open appointments in the chosen period; they can be rescheduled.
- My spare time: this feature looks for gaps in the calendar, which means those time slots which are not occupied by on or more appointments.
- Looking for time slots: this feature broadens the "My spare time"-search, so you have the possibility to add other users or people to the search.