Calendar Sharing

As someone that’s just getting things underway on this CRM system, I have a question about what may be the best way to do something. I’m looking to have an updatable list of items that can be shared. We are looking to be able to keep a list so our service department knows when we will be taking delivery of product, and when they will need to have it ready for a customer. Has anyone done this in suite and what type of approach have you used? Calendar? Task?

Thanks!
Josh

Hi,

In this case I would create relationships between meetings and the different modules of concern through Studio <- lots on the forums about creating relationships.

Then i would create your meetings and use them as travel times instead of meetings. Could keep using them as meetings if you want.

once you have created the meetings… use the shared functionality on the calendar module . This way you can see who is doing what and if they are travelling.

Thanks

Darren