Calendar Right Navigation Details

Every event on the calendar is clickable and a right navigation bar opens up to show the event details. Every event type has specific data sets that show up in the right navigation details.

 

Data of Event Details: Quotes & Job

Services

  1. Quote/Job ID
  2. Status
  3. Service Name
  4. Start Date and End Date
  5. Time Duration
  6. Customer
  7. Sales Agent
  8. Resource Assigned
  9. Location
  10. Service Amount
    1. Estimates
    2. Products
    3. Material
  11. Total Cost
  12. Next Day Event Details

 

Meetings

  1. Quote/Job ID
  2. Status
  3. Meeting Name
  4. Start Date and End Date
  5. Time Duration
  6. Customer
  7. Sales Agent
  8. Resource Assigned
  9. Location
  10. Event Details

 

Action Items

  1. Action Item Name
  2. Description
  3. Status
  4. Date and Time
  5. Focus
  6. Priority Set
  7. Location
  8. Resource Assigned
  9. Action Attach on Quote ID
  10. Next Day Event Details

 

Data of Events in Opportunities

Opportunity

  1. Opportunity ID
  2. Opportunity Name
  3. Date
  4. Win Chance
  5. Customer
  6. Sales Agent
  7. Potential
  8. Attach To Quote/Job ID
  9. Location
  10. Next Day Event Details

 

Action Items

  1. Action Item Name
  2. Description
  3. Status
  4. Date and Time
  5. Focus
  6. Priority Set
  7. Location
  8. Resource Assigned
  9. Action Attach on Opportunity ID
  10. Next Day Event Details

 

Data of Events In Purchase Orders

PO Expected Date

  1. Purchase Order ID
  2. Status
  3. Business Name
  4. Supplier Name
  5. Supplier Email
  6. Supplier Phone
  7. Location
  8. Expected Date
  9. PO Cost
  10. Received / Ordered
  11. Ship To
  12. Bill To

 

PO Payment Date

  1. Purchase Order ID
  2. Status
  3. Business Name
  4. Supplier Name
  5. Supplier Email
  6. Supplier Phone
  7. Location
  8. Expected Date
  9. PO Cost
  10. Received / Ordered
  11. Ship To
  12. Bill To
  13. Pay Status
  14. Pay Due Date
  15. PO Term

 

Data Of Events In Campaigns

Action Items

  1. Action Item Name
  2. Description
  3. Status
  4. Date and Time
  5. Focus
  6. Priority Set
  7. Location
  8. Resource Assigned
  9. Next Day Event Details

 

Data Of Events in Teams

Action Items

  1. Action Item Name
  2. Description
  3. Date and Time
  4. Focus
  5. Priority Set
  6. Location
  7. Resource Assigned
  8. Next-Day Event Details

 

Data Of Personal Event

  1. Customer Email
  2. Title and Description
  3. Business Closure
  4. Event Type
  5. Location
  6. Start Date and End Date
  7. Start Time and End Time
  8. Next-Day Event Details

Data Of Google Event

  1. Event Name
  2. From Email
  3. Guest
  4. Description
  5. Schedule Time
  6. Sync Status

 

Data of Microsoft Event

  1. Event Name
  2. From Email
  3. Guest
  4. Description
  5. Schedule Time
  6. Sync Status