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Group calendar and memos
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Organise the company 'memory'
It's natural behaviour to make notes about things that need to happen or have happened in your business. Every transaction, every interaction, everything you do generates mental or written notes.
These notes are the company 'memory', they are the information and knowledge about what was done, who did it, when it was done, the results, the follow up, what needs to be done, the changes that are needed and more.
Salesorder.com gives you Memos:
- One very easy and consistent method to capture and recall any detail, any note or any reminder.
- A way to attach or include this information or knowledge on a Customer record, on a Job, on an Invoice, on a Payment, on the Group Calendar etc, in fact everywhere it should be.
- An easy to organise, online 'memory' of information and knowledge that everyone in your company can instantly access from anywhere when they need it.
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| One way to remember, sort and schedule everything |
| The knowledge is where you need it, when you need it. With one click you can capture, attach and share as many Memos as you need, to a Customer, Supplier, Contact or any Document such as Invoice, Quote and Order. View any Document in salesorder.com and you can instantly see it's associated Memos with a single click. |
| To help you categorise and organise this information you can specify as many 'types' of Memo as you need. For example you could specify a type of Memo as 'Call' to record information about conversations with Customers or Suppliers, or 'Appointment' to schedule meetings or events, or 'Task' to tell you what needs to be done or 'Note' to store important details. And just so you don't forget anything you can set a reminder on every Memo. |
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| Think, work and respond in real time as one team |
| Everyone online in real time - every detail in every Memo is available as soon as it is stored. Everyone can instantly share knowledge, collaborate and control who sees what. Suddenly your business is more agile. Salesorder.com gets everyone 'on the same page', thinking, focusing and contributing wherever and whenever it's needed. We make it easy for everyone to find, recall and be reminded of what they need to know and who needs to do what when. |
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| Know what needs to be done when and where |
| You are in control. You can make Memos automatically appear in yours and others Calendar so everyone can view their to-do list of tasks for today, the week, month and year ahead. We make it easy for you to tell and remind people what they need to know, who needs to do what and when. |
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| Prioritise, assign, focus |
| You have order. You can easily specify Memo 'types' and priority levels to fit the way you work. Memos can be easily assigned and instantly appear in the right persons to-do list and Calendar. Each Memo you create can be identified by type, making it easy to find, sort, report and create practical to-do lists. |
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| One group calendar |
| You can see the whole picture. On one group calendar you can view what everyone is doing when. Salesorder.com gives every user a Calendar which can be shared with others making it easy to schedule, organise, track things to do and keep everyone up to date. |
| Everyone always has access to lists of Memos. Everyone can sort and find the Memos they want, then with a single click, drill down to every level of associated detail they could possibly need to get the whole picture. |
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| Track all activity and progress in real time |
| You are aware. It's easy to list memos by Customer, Supplier and Document type to get a complete history of what's been and is being done by whom and what's to do. You can see what they did and when they have done it and it's easy to specify a status on a Memo to see it's progress when you report or create to-do lists. |
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| Review, get better, do more |
| You can review, assess and act. It's easy to follow the trail and review the 'audit trail' of events. You can retrieve every detail about every course of events to spot trends, pinpoint issues and identify opportunities to improve what you do and the way you do it. |
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