In Cinode we give you the opportunity to work with events. Events give you an overview of the situation of your customers, assignments, co-workers, candidates, partner companies, or sub-contractors.
An event may be;
Meeting: add all meetings that are booked and update the status as you go to show what meetings are planned and which ones are completed.
Notifications: add all relevant information that should be saved for your information.
Task: to remember everything related to a customer.
Tasks and meetings can be assigned to a specific person and will be shown in their personal overview and activity lists.
Create an event by clicking the + sign or the button Add new event (visible when there are no events on the overview page).
Add the type of event and add the event information. To a meeting or a task, it is possible to add a responsible, yourself or one of your colleagues. If a customer contact is added to the customer, it is also possible to add that to this event.
If you are using the Cinode calendar synchronization, the event meeting is possible to add to your or the responsible calendar.
Add information such as Title, Description, Due date, Responsible, and Customer Contact.
If you set Visibility Private, only you and the responsible person can see the event. Notice that only meetings and tasks can have a responsible.
If you click the icon to the right in each activity you can:
Change the details and connect activities to a consultant or customer contact
Remove the activity
By clicking the Status, it is possible to do quick editing of the status of the event.
Open the event by clicking on it and change the activity by clicking on the pen or remove by the trash bin.
If you click on the contact (pictured above to the left) you can see what activities are linked to that person.
By adding a comment it is possible to read the comment by hoover from the lists the event will be visible on.
Go to Activities on the customer view and you will see all activities that are listed on the customer.