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
- 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
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.
Click here to watch a training video on how to use an setup the Day Planner.