GREYTRIX
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GREYTRIX
  • Products
  • Sage CRM Add-ons
    • CRM Event Manager
    • CRM Budget Planner
    • CRM Contract Manager
    • CRM Project Manager
    • CRM Resource Planner
      • Introduction
      • Installation + Setup
      • User Guide
        • Resource Planner – Main Screen
        • Resource Planner – Communication Filter
        • Booking a Resource
        • Changing the Time and Resource of an Entry
        • Email Notifications
        • Using Resource Planner with My CRM
      • Support
    • GUMU Co-Pilot for Sage CRM
  • GUMU™ Cloud Integrations
  • GUMU™ for Acumatica Integration
  • GUMU™ for Sage Intacct Integration
  • GUMU™ for Sage X3 Integration
  • GUMU™ for Sage 300 Integration
  • GUMU™ for Sage 100 Integration
  • GUMU™ for Salesforce Integration
  • GUMU™ for Dynamics 365 CRM Integration
  • GUMU™ for Sage CRM Integration
  • GUMU™ for Creatio Integration
  • Creatio Add-ons
  • GUMU™ for E-Commerce Integration
  • Tailored Integration Solutions
  • Pre-requisites for Integrations
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For the complete documentation index, see llms.txt. This page is also available as Markdown.
  1. Sage CRM Add-ons
  2. CRM Resource Planner

User Guide

Resource Planner – Main Screen

Resource Planner – Communication Filter

Booking a Resource

Changing the Time and Resource of an Entry

Email Notifications

Using Resource Planner with My CRM

PreviousCustom Right-Click Calendar Context Menu
NextResource Planner – Main Screen

Last updated 1 month ago