Day Planner items are lists of important information that you want right in front of you or your team. Examples of Day Planner items can range from:
list of Booked Projects This Week
Projects Lost This Week
Variance between Purchase Orders & Acknowledgements
Sales Year to Date by Sales Person and / or Market
Open Punch Lists / Corrective Actions
Projects Installed and Not Yet Invoiced
Product Shipped Today
Close Ration By Sales Person or Customer
Projects Created This Week
Quotes Expiring This Week
You can apply predefined day planner items or create your own custom items with the e-manage|ONE day planner configurator. Set them for company profiles such as management, sales, or operations, accounting and others
Watch the following video to learn more and learn how to configure Day Planner Items:
From <http://emanageone.com/e-manageone-day-planner-how-to/>
Below are some examples of Day Planner Items and who they should be assigned to.
Admin
Order Sales YTD by Sales Person
Order Bookings YTD by Sales Person
Opportunities Lost Last Week
Projects created this week
Orders Booked this week
Punch List Items
Vendor Balances
Top 10 Vendors by Net YTD
Sales
Expected Complete Date this week
Next Touch Date Today
Expiring Quotes
Punch Lists
Jobs Installing this Week
Accounting
Installations Completed without invoice
Vendor Balances
Order In backlog over 90 day
Punch List Items
Designers
Operations
Punch Lists
Expect Complete This week
Jobs installing this week
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