appointment software for outlook or windows

appointment software for outlook or windows

Postby jimm » Tue Jan 28, 2003 7:54 pm

does anyone know of any good software for setting up customer appointments? prefferably for outlook, or windows 2000.
need to be able to enter service times also.
thanx in advance.
jimm
 

appointment software for outlook or windows

Postby jazdale » Tue Feb 04, 2003 9:32 pm

Jim,
Need a little more detail.

Is your system capable of appointments?
Are you trying to enable a web page for customer input?

I can't help but think that you're trying to reinvent something that already exists.
The trick isn't setting up an appointment system, its getting the data to roll into your service write-up system.
jazdale
 

appointment software for outlook or windows

Postby markstorring » Fri Mar 07, 2003 12:31 pm

We don't use outlook as our appointment log but we do use the calender as a route sheet. Each advisor has their own calender and is shared to the dispatcher. We use Office XP which allows color coding. Between the dispatcher and the advisor, they keep the ticket updated all day uncluding any comments. Our next step is to allow techs (we are on Reynolds Electronic RO) to access and update. You could import your customer data base into a seperate address book in outlook and then make the appointments with the above scenario but you would still need your DMS (ADP or Rey, etc) for obvious history, opcodes, etc.
Advisors really like this electronic route sheet as anyone can display detailed info. from any terminal. If you have any questions, please feel free to email me. It is a little more detailed to set up.
Thanks
Mark
markstorring
 


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