e manageONE Day Planner & How To

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

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.

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