Signing you in…
Shop Schedule
Your sections, top to bottom. Drag the handle to reorder. Records live in one stage at a time.
Colored tags for a record. A tag can auto-move a record to a stage — or to the Lost section — when you pick it.
Tick the columns to show on the computer grid, and use the arrows to reorder. Only affects your own view.
Orders and quotes from the Agility report. Click one to put it on the calendar: everything is filled in, you add the date. Skip the ones that don't need a calendar job for now, or Delete the ones you'll never schedule.
Drag to reorder. Turn a resource off to hide it from the New entry list without deleting its past entries. A color already used by another resource is locked.
Admin runs the branch: the calendar, Resources and People. Office works the calendar only. A salesman is view only and sees only the entries shared with them.
Agility code: the person's Sales Agent code in Agility (e.g. YI). New jobs with that code go to them.
Adding staff? Create them on the Home instead and give them the Schedule tile and a role there, so they get one login for every app. For a TV or tablet, pick the Display role: it needs no email.
Rename a branch by typing its new name. Each branch has its own resources, people and entries. To put someone in a branch, pick it next to their name in People. A branch can be deleted once it has no people, resources or entries left.
Agility code: Sales Agent codes for this branch's orders that have no salesman (e.g. BD). Separate several with commas.