A The Day Planner feature in e-manage is basically your homepage of items that you want to be at the forefront for daily reminders of what is going on in the businessserves as a homepage that displays important reminders of daily business activities. Day Planners can be set customized per profile so that Users are looking at information that is relevant to them specifically. See here for a suggested list of Day Planners per profile type. See below for instructions on how to add Day Planners to User Profiles. , ensuring that each user sees information relevant to their role. Refer to the suggested list here to determine appropriate Day Planners for each profile type. To add Day Planners to user profiles, follow the instructions below:
Select Tools > Configure > Day Planner Items
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2. Select the
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profile you wish to add a Day Planner to
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. Note that user assignments are visible on the right of the profile list
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. If you
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need to modify a user profile, refer here.
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3. Check the Day Planner items you wish to add to the selected
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profile. There is no need to select "Import New Day Planner Items" or "Save," as the items will be immediately available after selecting the checkbox.
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“Import New Day Planner Items” will bring in any new items the e-manage|ONE team has added for our dealers to take advantage of. We would recommend an Admin clicking this button each time a e-manage|ONE Update has been released to your company which is typically on a quarterly basis. |