Complex calendar information at your fingertips
Drag & Drop Team Scheduling
Team Calendar for GoldMine makes it simple to manage your sales and service teams. See team member’s calendars side by side and drag and drop assignments. Quickly assign from project lists and open service cases. Review team utilization in convenient dashboard formats.
Utilization Dashboard
At the press of a button the Team Calendar dashboard pane will provide utilization charts of the current team where you can spot which team members are under or over scheduled.
User Interface Customization
Each Team Calendar user can customize their calendar views to change text and calendar display properties to fit how they wish to view various types of calendar information.
Configure Multiple Teams
In Team Calendar you can create many teams consisting of various combinations of GoldMine users. You can quickly switch between calendars for different teams to check availability and utilization.
Daily, Weekly, Monthly and Timeline Calendar Formats
For day to day and for planning purposes you can view your team’s calendars in a variety of calendar formats. All calendars are printable in the format they are viewed in.
Utilization Dashboard
At the press of a button the Team Calendar dashboard pane will provide utilization charts of the current team where you can spot which team members are under or over scheduled.
User Interface Customization
Each Team Calendar user can customize their calendar views to change text and calendar display properties to fit how they wish to view various types of calendar information.
Project Manager Integration
For users of GoldMine Project Management, Team Calendar provides the ability to show open projects and to drag and drop assignments related to a project directly onto the calendar. GoldMine will be updated with activities related to the correct project record.
Service Center Integration
For users of GoldMine Service Center, Team Calendar provides the ability to show open service cases and to drag and drop assignments related to a service case directly onto the calendar. GoldMine will be updated with activities related to the correct case record.
Team Calendar for Use in Service Dispatch Centers
When you manage teams of service technicians Team Calendar takes the place of a dispatch board or other scheduling mechanism. The dispatcher can quickly see the availability of all technicians side by side. The dispatcher can assign and reassign service appointments by dragging and dropping activities between users on the calendar. If you use GoldMine’s Service Center, you can drag an open case on to a users calendar to assign an appointment related to a case to a specific service technician. Technician’s calendars can be printed and delivered to the technician.
Team Calendar for Use with Field Sales Force Management
If you have an inside sales team making appointments for outside sales representatives, Team Calendar becomes an invaluable tool to quickly review the availability and utilization of your sales force. Since Team Calendar is integrated with GoldMine, new appointments added via Team Calendar are immediately available on the sales reps GoldMine calendar.
Team Calendar for Use with Project Management
When managing projects in GoldMine Team Calendar allows project managers to view open projects in need of assignments. The project manager can drag a project onto a user’s calendar to assign an activity related to a project. The project grid tool in Team Calendar effectively shows projects with related next and previous activities from the calendar.
Workstation Requirement
- Operating System
- Windows XP or higher
- Software Requirements
- Microsoft .Net 2.0
- GoldMine version 6.7 or higher, Corporate or Premium Editions
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