Tips & Updates

This page is a database of tips on how to get the most out of the whole Connect site. You probably started here in all the pages under the "Connect" tab - but there's so much more. This page has lots of ways you can explore and start using all the features Connect has to offer.

New Event-Types Added to the Calendar

We've added two new event types to the drop-down lists when you're adding events to the Calendar; under "Sales Task" you can now choose "Sales Meeting" and under "Appointment with Contact" you can now select "Remote".

To add events to the Calendar, just click anywhere on the grid you want to add an event, and the event dialog will open up. First, choose the general type of event from the drop-down list (Sales Task, Appointment, General Task or Personal Event) and then specify which exact type of event it is you are entering, using the second drop-down list.

Why do it this way? If you're used to using a regular calendar like Outlook, you'll notice that all events / appointments you add are general - whatever text you enter, that creates the event. That's because these are 'dumb calendars' - in other words, these calendars do not know what kind of event or appointment you're entering - so they can't offer you any additional help.

Connect's proprietary, patented events calendar reads the events you're entering, and offers suggestions for things you might like to do to prepare for those events in the Suggestion Box. Also, because Connect can read your events, it makes creating and printing call reports a complete breeze - no additional data entry is necessary.

Smart, huh?