Events management

What does it display ? What can I do ?

Events.png

 

1. Event list

The list displays events grouped by days for :

  • the next 90 days
  • the past 30 days (past events are displayed in grey)

The events are coming from :

  • Salesforce (these events are marked with a cloud: )
  • your phone (this can be changed in the settings)

Every event shows you its time and subject, as well as the first participant and the account name.

2. Add notes to past events

Once an event is past, the app will show you a Button_-_Notes.png button. Pressing it will start a workflow where you will be able to report the meeting minutes. If the event is not yet in Salesforce, adding notes will also synchronize it (see  for more information).

3. Synchronize a event from your phone

If an event is only on your phone, you can synchronize it with Salesforce by pressing the Button_-_Sync.png button. The app will try to find the matching contacts and their account in Salesforce and will create the corresponding event with all the necessary links.

4. Access details view

Simply tap an event to access its details.

5. Return to today & refresh

Tap the Events tab to get back to your events planned for today.
This action also refresh the event list.

 

This is it! That's all you need to know about this screen, and feel free to post comment and ask questions.

 

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