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  4. Manage the preferences for Agenda and Scheduler

Open the Agenda or one of the Schedulers from the calendar icon in the main menu.

manage preferences for agenda and scheduler - menu

 

 

 

Click on the Preferences menu item.

manage preferences for agenda and scheduler - voice menu

 

 

 

  • Configure the Segment label of the scheduler by selecting the information that will compile the segment description, as in the example below.
    Specify how to use the auto-assign feature. By choosing a pre-assigned Driver, each time you assign a vehicle to which you have entered a pre-assigned driver, the system automatically assigns that driver (if available).  Vice versa, by choosing a Pre-assigned Vehicle, the mechanism is triggered when you assign the driver.

manage preferences for agenda and scheduler - general

 

 

 

  • For Human resources, configure Sharing, Instant or Manual by selecting the corresponding word.

manage preferences for agenda and scheduler - human resources

 

 

 

  • For the Suppliers, set Sharing, Instant or Manual by selecting the corresponding word and, if necessary, exclude one or more suppliers from this choice by adding them with the + button.

manage preferences for agenda and scheduler - suppliers

 

 

 

  • To configure Notification email, specify an email address that is used as a sender in the notification messages sent to your suppliers at the time of an assignment. To not send these messages to certain suppliers, add them to the excluded list with the + button.

manage preferences for agenda and scheduler - email notifications

 

 

 

 

  • To configure the Customers from which accept bookings automatically, click on the + button or on the trash can depending on whether you want to add or delete one.

manage preferences for agenda and scheduler - customers

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