Wintouch eCRM includes a calendar for daily, weekly, and monthly activities enabling the AS/400 user to effectively manage and plan his/her time.
Daily Schedule & Activities
The Daily Activities window allows you to quickly view, sort, and edit all of your scheduled activities for the current day (and for any future date). When logged on, the user is able to complete, delete, forward, prioritize and otherwise arrange activities for a given day. Accounts can be opened from this window and activities can be completed with the option to schedule follow-up activities.
Larger image of a basic daily schedule.
New Feature:
Now Wintouch gives users the ability to customize the Activity Log to emphasize different priorities. Both the background and the font color can be changed to suit individual users preferences. Simply click the Preferences icon, then select the "Activity & Calendar Settings" tab and choose your colors for each background and/or text. The Completed Activities Log can also be customized on the same screen.
Larger image of a color customized Daily Schedule.
Larger image of the Activity & Calendar Settings tab on the Preferences panel.
Larger image of Daily Schedule sorted by priority.
Larger image of the Daily Activities sorted by time zone.
Weekly Activities
The Weekly Activities window allows the user to view, edit, or sort his/her scheduled activities for a selected week. The user can open accounts directly from this window and also reschedule an entire day (using drag and drop).
Larger image of Weekly Calendar, Schedule & Activities.
Monthly Activities
The Monthly Activities window allows the user to view his/her scheduled activities for a selected month. The user can open accounts directly from this window and also reschedule an entire day (using drag and drop).
