Enhanced Calendar for your Web Based Contact Management System
Posted by Bob Walton on Fri, Sep 18, 2009 @ 09:01 AM
One our primary goals as a software service provider is deliver a very intuitive, easy-to-use application for our subscribers. One way we accomplish this is through the concept of our "Contact Dashboard" .
We are one of the few Contact Management (CRM) companies that presents all of your contact history in a very organized manner on a single screen. Putting all of this information on a single screen makes it that much easier to manage your client and prospect relationships as you have everything you need at your fingertips.
Having said that, we realize that all of this information on a single screen can create limitations in other areas. You have told us that you would like a larger, more detailed view of the calendar. The calendar view has been limited to a width of about one-third of the right hand side of your screen. This was done in order to accommodate all the other information we are presenting to you on this dashboard.
We are at the very beginning stages of designing/developing our next generation platform - "Big Contacts 2.0". In the process of this development, we will begin to present you with new and improved designs within the system. This Friday we will release a few small, but helpful enhancements to the calendar.
Expandable Calendar View
From the Contact Dashboard, you will click to expand the calendar folder as you have always done, but you will now notice a new link in the upper left hand corner called (full screen calendar). This link will allow you to expand the calendar to a full screen view.
One of the biggest benefits to this expanded view is that you will now be able to see details of your meetings and your team members' meetings when in the "31" of "31 Group" views.
After you are finished working in your calendar, simply click on the same link in the upper left hand corner (restore calendar) and you are now back to the normal dashboard view to continue working on your clients and prospects.
Meeting Reminders
Another requested enhancement to our calendar is meeting reminders. With this release you will now have meeting reminders available to you.
Each user on the system will determine whether or not they want the meeting reminder activated - based on how they personally prefer to handle their meetings. The user will determine three things in their setup:
* Do they want the meeting reminder feature on or off?
* How far in advance do they wish to have the system begin reminding them?
* Do they want the reminders to repeat?
(The system can be set to as little as 5 minutes to as long as 120 minutes in advance.)
After these settings are determined, the calendar will "default" to this configuration for every meeting that is scheduled, UNLESS you choose otherwise. When scheduling a meeting you will have the option to adjust any of these three settings.
For example, you may NOT want a reminder for certain meetings. Or you may want to be reminded further in advance for one meeting or another. And finally, you may not want to get a repeating reminder for a certain meeting.
(Please note: repeating reminders can be stopped at any time by clicking on "dismiss" in the upper right hand corner of the reminder itself.)
PLEASE NOTE: As we design the 2.0 platform, we want your continued feedback. On the "Contacts" tab in the left hand column under the tools section, we have a "Send Feedback" link. We need constructive insights from subscribers like yourself in order to make this the best Contact Management (CRM) platform in the industry! Please send your suggestions and ideas and we will work hard to implement ideas all that appear to add value to our broader subscriber base.
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Stay tuned for more great things to come!