Calendar Overview
When you select the Calendar option in Workbook Mode, it will open a calendar view that is initially set to display the monthly mode. In this mode, you can easily view and manage your current Actions in a graphical interface. This graphical representation of your Actions makes it more convenient and efficient to check and track your tasks and events. Instead of a traditional list format, the calendar provides a visual overview, allowing you to quickly identify and prioritize your upcoming activities.
By selecting from the menu at the top of the screen they may also be displayed on a Weekly or Daily basis. In the screenshot below we have selected Weekly from the tabs. For the screen shot above that was the 09 June 2015.
Dictation and Speech to Text Overview
SapphireOne’s Dictation (MacOS) and Speech to Text (Windows) functionalities revolutionise data entry. These features are available for any data entry field and all inquiry screens within SapphireOne. For instance, when a user makes a call via the SapphireOne Softphone, SapphireOne automatically timestamps the contact and phone number. Post-call, users can dictate notes directly into the CRM contact memo field in relation to the stamp.
This functionality is applicable across all Data Entry screens. As examples, when entering a Vendor Invoice (VI), users can dictate memos directly. Similarly, additional lines can be added to the General Ledger account, with each line having a unique memo field. After an employee interview, users can efficiently dictate notes.
Speech to Text and Dictation are powerful tools that SapphireOne and its clients use daily, significantly saving time.
Workbook Mode
- Navigation buttons are provided for moving backwards and forwards through dates at top of the calendar. << and >> move backwards or forwards a year. < and > move backwards and forwards a month. The Today button will cause SapphireOne to return to the current date that the computers clock is set to.
- When the button is selected, SapphireOne will display a number of options for the calendar display as seen in the screenshot to the right.
- If the Action is in Red, it is an Action. Orange indicates that it is an Alarm.
- Actions may be accessed directly from this calendar. Click on an existing Action and the pop up to the right will be displayed. Basic details about the Action are displayed with the provision for the user to Edit, Look or Delete an Action. Once the Action is selected for Viewing or Modifying it is exactly the same as in the previous section in this manual on Actions.
- Click in an empty cell in the calendar and SapphireOne will display a pop up as seen to the right enabling the creation of a New Action.
- By selecting the checkbox before creating a new action SapphireOne will limit access to the action to the current user and a user that has Admin privileges.
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