there are two options to search for the commercial events registered in the database:

At the general event search you can use one or more criteria (e.g. the visits of a certain agent, in the next 3 days, to clients from a certain region).

In the open fields, you can enter only parts of the search terms. For the date fields, use the calendar on the right side of every field. The rest of the fields are limited to the dropdown lists.

After choosing the searching criteria, click the "Search" button. The result will be a list of all visits that correspond to the chosen criteria, with a few information on each (client, date, goal, type of visit, person, reminder date and the link to the full details page).

If no searching criteria is used, the result will be a list of 200 entries.

The sales and maintenance events can be displayed in a visual calendar. The calendar is part of the modules that allow the recording of the events details - CRM Agenda and Service and presents separately the two types of events.

The sales events calendar can be accessed from the secondary menu of the "Search clients" and "Search visits" pages.

The calendar displays the commercial events based on the date and time. In the "Add visit" page you can enter the "Hour / duration" of the visit. Although these fields are optional, the events are displayed in the calendar according to them.

For each event in the calendar, you can see the time of visit, the client and the purpose of the visit.

Each event in the calendar represents a link to the full details page.

You can choose from one of the three viewing options

No matter the viewing mode, there are always available the "previous" and "next" buttons, for the detailed display of the events: the previous/next day, week or month.

Each event in the database is related to a client.If you wish to add a new event, you must first reach the client's details page.

In the new-opened page you can enter the details of a commercial event. The date of the visit and the class of the client are filled in by default, but you can still edit them.

To each contact person you can enter details related to the visit in the open field near the person's name. To save the information in the database, check the box in the left side of the person's name.

For each event, you can set a reminder. If an event is scheduled in advance, is recommended to set the time and duration of the visit, to make sure the visit is displayed in the calendar according to the rest of the events.

The "Public information" field is used if the details of the clients are restricted. This field is visible to every user and can be used to show general interest information.

After filling in the details, click the "Add" button and the event will be registered and displayed in the calendar.

In the visit details page you have access to the event's general details and each person's details regading the visit.

The events already registered in the system can be managed by the time you interact with the client. To add new information or modify the old data, use the "Edit" button in the "Visit details" page.

To remove a visit, use the "Delete" button in the lower right.