Difference between revisions of "Module - Appointment Management"
From All n One's bxp software Wixi
Philip Lacey (talk | contribs) (Created page with "Secure shared calendaring without the need for server solutions. Appointment Manager allows users to create an appointment diary that can be linked to your Outlook.") |
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| − | + | == Overview == | |
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| + | The Appointment Module [[File:027.jpg]] has been designed to allow high volume contact management with appointment management without any dependence on any specific server calendaring technology. | ||
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| + | Traditional calendaring will use a Microsoft Exchange Server with Microsoft Outlook to allow for shared calendars which can cause costly licensing. Storing appointments and customer data in public data storage such as Google Calendaring or Outlook.com storage can result in data protection issues, with information being accessible to foreign governments. | ||
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| + | Appointment Management is a secure, technology independent calendaring solution. | ||
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| + | The module also provides a number of features unique to bxp software (bxp). | ||
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| + | == Appointment and Availability == | ||
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| + | It is possible in scenarios where a person has "available time", to create availability. In turn, other users can create appointments in this availability. This allows for a person to manage their calendar and only make available time that is free for others to create appointments in. | ||
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| + | == Automation of events == | ||
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| + | It is possible to push items into the calendar from the Inbound Contact or Outbound Contact module, whilst pulling information from the record on screen. This ability allows an outcome to drive activity and create process flows which include appointments. | ||
Revision as of 13:23, 11 August 2014
1 Overview
The Appointment Module File:027.jpg has been designed to allow high volume contact management with appointment management without any dependence on any specific server calendaring technology.
Traditional calendaring will use a Microsoft Exchange Server with Microsoft Outlook to allow for shared calendars which can cause costly licensing. Storing appointments and customer data in public data storage such as Google Calendaring or Outlook.com storage can result in data protection issues, with information being accessible to foreign governments.
Appointment Management is a secure, technology independent calendaring solution.
The module also provides a number of features unique to bxp software (bxp).
2 Appointment and Availability
It is possible in scenarios where a person has "available time", to create availability. In turn, other users can create appointments in this availability. This allows for a person to manage their calendar and only make available time that is free for others to create appointments in.
3 Automation of events
It is possible to push items into the calendar from the Inbound Contact or Outbound Contact module, whilst pulling information from the record on screen. This ability allows an outcome to drive activity and create process flows which include appointments.
