Using Resource Planner with My CRM

Resource Planner can be used as a diary management tool by integrating with My CRM. Activities created in Resource Planner are automatically synchronized with the user's appointments in My CRM, providing a single view of scheduled activities.

For example, if a user records activities for a particular day in Resource Planner, those activities are automatically displayed in the Appointments section of the user's My CRM page. Likewise, appointments created in My CRM are automatically reflected in the Resource Planner calendar.

This synchronization ensures that users can manage their schedules from either interface while keeping both views up to date.

Synchronization with My CRM

Resource Planner and My CRM work together by automatically sharing appointment information.

The synchronization provides the following benefits:

• Activities created in Resource Planner appear in the user's My CRM – Appointments section.

• Appointments created in My CRM are automatically displayed in Resource Planner.

• Users can view the schedules of all users configured as View as Resource within Resource Planner.

This integration provides a centralized view of resource availability and user schedules, making Resource Planner suitable for both resource scheduling and diary management.