From the main navigation bar, schedulers can view dynamically created representations (views) of some of their CRM data tables. They can also create new entries and edit existing data–all from within the web app.
Data Table Views
Access the data table views via the "more options" menu icon (three dots) in the main nav bar.
The following list contains the current CRM database objects that can be accessed in the web app (each are linked to their associated documentation):
Figure 1. The data table views accessible via the main nav bar.
Create a New CRM Record
Having viewed their CRM data, schedulers can easily create new records by clicking on the "Create new" button in the top-right corner of the view. This opens a modal where details can be entered and saved.
Figure 2. How to create a new record in the CRM from within the Skedulo web app.