Keeping your team organized can be a daunting task. You may have a team of 5 or 500 and know that trying to keep each person and team organized may cause some headaches. Each team member has their own daily schedule and managers may not know what is taking place at what time. If you are using SugarCRM you know how great it is to utilize the shared Sugar calendar. However, there are times when you need to see all users meetings and calls on a single monthly calendar. Even though you can see a shared calendar in SugarCRM, you cannot see all department entries overlayed on a single monthly calendar.
We created a company calendar that displays all calls and meeting entries of SugarCRM users on a single monthly calendar. A manager can filter the calendar to show only meetings, calls, or both. The manager can also filter the calendar to show one employee’s calendar or multiple employees. The company calendar allows for one easy view to make plans within your company. This give a better high level view of employee schedules.
There are different filters for the company calendar:
Calendar Entry Filter – Users can select to show meetings, calls, or both
Assigned User Filter – Users can place a check by a single user’s name, a few names, or all names to display on the calendar
Color Coding – Names are color coded based on the department of the user. The department is set on each user’s profile. This is a great feature because a manager or meeting planner can get a quick, easy overview of the people in a specific department
When managing your team and organizing events as a SugarCRM you may be seeking an enhanced calendar. Your team may have geographic diversity, such as different locations or a mobile sales teams. This calendar allows managers to see the team as a whole no matter the location. This feature is beneficial to companies with different departments trying to stay organized and on task. The company calendar allows managers to plan more efficiently for company meetings or projects by knowing everyones schedules.
How does your company utilize SugarCRM for team organization? If you’re looking for a way to plan events with less confusion contact us today and we can show you the benefits of SugarCRM.