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.

Related Videos

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The following video will show you how to modify existing grid layouts in e-manageONE and save them as your own special layout and default.

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The following video will show you how to create a custom grid layout and save it. The example is using the Cashflow Management grid to create a Sales Forecast grouped by month.

Setting Up And Using Marketing Campaigns

Track the success of your Marketing Campaigns

Follow-up to Fast Paced Demonstration - Q & A

This video explains the Day Planner and how to set it up for users

e manageONE Day Planner & How To

This video explains the Day Planner and how to set it up for users

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Portfolio

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Create your very own project Portfolio just by taking pictures of your project when you are logged into the e-manage|ONE web portal from your mobile device.