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⚙️ Create / Add a Custom Day Planner Item

⚙️ Create / Add a Custom Day Planner Item

The Day Planner serves as a customizable home page that allows each user or department to display the data most relevant to their role. Creating a custom Day Planner item is simple and empowers you to tailor your experience in e-manage|ONE.

Follow the steps below to create your own custom Day Planner item:

🧭 Step-by-Step Instructions

  1. Open the Analyzer
    Navigate to Analysis from the top toolbar and select a data type (e.g., Projects or Contacts).

💡 If you're unsure which item to select, reach out to our Support Team for guidance.

  1. Customize Your Query
    In the Analyzer Query window, use the left panel and/or middle section to refine your data with specific criteria such as “Salesperson” or “Create Date.”

  • If no filters are selected, the query will return all records for the selected type.

  1. Copy the Generated Query
    Scroll to the lower section of the Analyzer window and copy the SQL query that was automatically generated.

  1. Access Day Planner Configuration
    Navigate to Tools → Configure → Day Planner Items.

  1. Select the Profile
    From the profile list, choose the profile you wish to assign the new Day Planner item to.

  1. Add a New Day Planner Item
    Click New (located in the lower-middle section of the screen), then complete the fields as follows:

  • Category: Choose the relevant category.

  • Name: Enter a descriptive name for your item.

  • Record Type: Select the type of record being queried.

  • Description: Provide a brief explanation of the item.

  • Query: Paste the query you copied earlier.

  • Click Save.

  1. Refresh Day Planner View
    If the Day Planner is currently open, click the Refresh icon (top right corner of the Day Planner Items List) to load the new item immediately.

🔐 Permissions Required

You must have the appropriate rights to configure Day Planner items for profiles.

💬 Need Help?

If you’re unsure which item to select or your query isn’t returning the expected results, don’t hesitate to reach out to the Support Team. We also offer custom query/report creation as a paid service if you'd like assistance with more complex setups.