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 "Manage" menu in the top 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):
- Activity Types.
- Availability Types.
- Job Types.
- Resource Categories.
Figure 1. The data table views accessible via the navigation menus.
To view a data table, click on its name. Fields marked with a pencil icon are editable. If changes are made, remember to save them. Return to the main list by clicking on the linked button at the top left.
Figure 2. Viewing a data table object.
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.