Create / Add a Custom Day Planner Item

The Day Planner serves as a customizable home page that allows you to display data that is important to your department or role at the company. Creating a custom day planner item is easy and allows you to tailor your experience to your specific needs. Follow the step-by-step directions below to create your own custom day planner item and make the most out of this powerful tool.

1. Navigate to the Analysis menu on the top toolbar and select an item from the list (if you are unsure of what item to select, please reach out to our Support team) such as a Projects or Contacts.
   
   

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2. When the “Analyzer Query” window opens, you can continue to select additional criteria to customize the query further from the left panel and/or the middle section of the window such as “Salesperson” or “Create Date”. If you do not select any additional criteria, it will show ALL information for the selected item.
   
   

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3. Copy the query that e-manage formulated from the lower section of the window in above screenshot.
   
   

4. Navigate to Tools → Configure → Day Planner Items
   
   

5. Select the Profile you wish to add the new Day Planner Item for.
   
   

6. Click “New” on the lower middle section of the screen.
   
   

7. Select a Category, Name your new Day Planner Item, select Record Type, add brief Description and lastly PASTE your Query. Lastly, select Save.
   
   

If the user has the Day Planner currently open and would like to access this new query right away, in their Day Planner view click on the Refresh icon in the upper right corner of the Day Planner Items List.