Schedule feeds to calendar for delivery and set up times rather than just the opportunity.
Presently only the Opportunity (draft, enquiry or order) are fed through to the calendar. This is great to see what is on at any one given time.
However if we could have feeds for when a job is scheduled to be delivered, installed, dismantled and returned then an instant understanding of how many jobs are being delivered and collected on any given day can be seen.
The reason for this is many jobs are large and require a day of prepping and de prepping. - so this is when the kit is booked on the system for a order feed.
(including the prep and de prep days) but it doesn't state when it is being delivered unless you actually click the link to go through to the job itself!)
I mention this as this past week we have had between 10-12 events on at any one period of time and its difficult to see the deliver and take out times of everything clearly.
Now you can use date parameters on the Job Planner iCal feed, letting you can pick the dates that you’d like to be used for calendar events.
Check out our guide for more: Change the scheduler dates used in your opportunities iCal feed
6 commentsComments are closed
Paul Muller, ALV Productions commented
gotta agree with this one - the calendar & integration is almost completely useless for us at the moment - especially as everything (delivery, etc) defaults to the full duration of the opportunity AND we can't see our staff calendars nor can we include a sum of ALL opportunities in our own personal calendars (as business managers) to see what's on for the week without going into current - which means I have to check two calendars (mine AND RMS) before I can agree to do something as simple as take the day off
Yes some way of viewing pick ups / drop offs in a calendar feed, would be helpful.
Perhaps an iCal feed, and expand the "Deliveries and Collections for today" section of the dashboard so it shows at least a week view.
We’ve no immediate plans to change the dates used in the iCal feeds right now, but we’re listening to everyone’s views here. If it’s something that we get a lot of feedback about and lots of our customers want, then we’ll take a look. This just has 14 votes right now, so we’ll need to see a bit more demand :)
Pierre-Etienne Chamard commented
Hey Michael, any news on this feature since you are working on this subject:http://help.current-rms.com/opportunities/job-planner/get-an-ical-feed-for-opportunities-job-planner
It seems not complicated to implemement maybe a calendar link to just see the date and time of delivery/collection and pickup/return.
As we have a lot of events, the actuel calendar link is useless, since the start date and end date tells us nothing about our actual operations...
Having an option to just see delivery and collection dates added to ical rather than having to have the entire opportunity would be a great help for me. When on my computer i like to see it all on the current system, but when on my phone having a quick look at whats coming up in the next week would be great to only see deliveries booked and collections booked.
I too could use a calendar that just shows the actual delivery times and Collection times so that I can schedule accordingly. Alternatively, if the feeds from Current could be altered to import the Delivery and collection times into my ical.