Readysell allows you to set up single events or recurring events.
Creating an event
- Open the schedule in Readysell and navigate to the date when you want to schedule the event.
- Double-click on the schedule at the date and time when you want to schedule the event, or right-click and select New Appointment (or New Event, or New Recurring Event).
Enter details for the event.
Expand title Click to view the fields you need to enter
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Field Notes Subject The title of the event. This will appear in the calendar. All day Check this if the event is an all-day event. Card If the event relates to a card, you can search for and enter the card's information in this field. Contact Person If
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you have selected a card for this event, you can
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use this field to select a contact person for the card. Service Order If the event relates to a service order, you can search for and enter the service order in this field. Address If the event relates to a card,
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this field will let you select from the addresses stored for this card. Start On This is the start date and time for the event. For all-day events, you do not need to enter a particular time. End On This is the end date and time for the event. For all-day events, you do not need to enter a particular time. Status This controls how the event will appear in each staff member's schedule. This can be Free, Tentative, Busy or Out of Office. Label This lets you set a label for the event. Recurrence If the event will happen more than once, you can set it up to recur in the schedule (for example, a meeting every Monday at 10am). Use this field to specify when and how often the event recurs. Reminders... Use the Reminders fields to set up reminders for the event.
- Send Scheduled Event Reminder turns reminders on.
- Send Scheduled Event Reminder Minutes Early specifies when reminders will be sent.
- Scheduled Event Reminder Sent is checked if a reminder has been sent. You cannot edit this field.
- Scheduled Event Reminder Method lets you specify how the reminder will be sent. If this is None, reminders will not be sent even if they have been set up.
- Send Scheduled Event Reminder To Contact Person sends a reminder to the contact person, even if they are not attending the event.
Description This is a description of the event. This field can be as detailed as you need it to be.
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- Double-click on the schedule at the date and time when you want to schedule the event.+
- Double left click on the schedule at the date and time required for the event
- A new tab will open allowing you to enter the event details.
The main properties of the event include :-
Subject- the subject of the event,
All Day- check if the event is an all day event,
Service Order- identifies any service order associated with this event,
Card- identifies any customer, supplier or other card associated with this event,
Case- identifies any case associated with this event,
Contact Person- if a card was selected. Identifies any contact person for the selected card associated with this event,
Address- if a card was selected, Identifies which card address to use,
Start On- the start date and time of the event,
End On- the end date and time for the event,
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Select
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Status- the resource status during the event. Select one of the options from the pull down list,
Location- a code for the event location,
Recurrence- the frequency with which the event is to automatically repeat. Click on the ellipsis button at the end of the property to set up recurrence,
Send Scheduled Event Reminder Minutes Early, if a number is entered here any scheduled event reminder will be sent that number of minutes before the event is scheduled to occur,
Send Scheduled Event Reminder, check to have a reminder sent before the event,
Scheduled Event Reminder Method, select Email or SMS,
Scheduled Event Reminder Sent, read only. Check if the system has already sent an automatic reminder about this event,
Send Scheduled Event Reminder To Contact Person, if checked any automatic reminder will be sent to the customer's contact person as well as your staff members that have been
associated as resources with this event,
Description, a text box allowing entry of any details about the event
The Resources Tab
Resources represent your staff members associated with this event. Each user included in the resources list will see this event on their schedule.
Click on insert to add a new resource to the event
Staff members must be setup as resources before their resource can be associated with events. To do this click on the "New" button when the Resource
window is displayed.
Then select the user you require in order to create a resource corresponding to that staff member.
Creating a Recurring Event
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3. The appointment recurrence window will display. Setup the number and frequency of reoccurance. Then click on the ok button.
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the staff members who will be attending this event. Note that you must set up staff members as resources before they can be added to an event.
- When you have finished, click Save and Close.