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Overview
The Diary in AdviserLogic is your central calendar and task management hub. It helps you schedule, view and manage client appointments, internal events and follow-up actions all in one place. Using the Diary effectively keeps your client meetings organised.
Access
You can access the Diary in AdviserLogic by clicking Diary in the left-hand navigation menu.
This will open the diary screen in the Day, Week or Month view.
Day view will show appointments by the hour.
Week view will show a weekly overview by day and hour.
Month view shows a calendar view of your monthly events.
Creating an event in your diary.
Double click on the time / date which you wish to create an event or appointment for from any view type.
You can change the time / date from the Event pop up window.
Subject: Add the title of the event.
Description: Add a brief description
Resources: You can tick the boxes for advisers whom you wish to give access to this event. (these are other users in the adviser groups)
Show Time as: You can select the time from the dropdown to show your availability.
Label: You can add a label to your event which will help to recognise the purpose of the event. All the labels are shown below:
Invitees: Add a client for which this event is being created. You can use the field to search for a client or select them from a list.
Reminder: Set the reminder for 10, 20 or 30 minutes from the drop-down menu, or select the Do Not Notify Resources checkbox .
Send an invitation to Resources: Selecting the Send invitation to resources tick-box will send the appointment to the previously selected advisers
Time: Adjust the time for the event or select Full day, you can also select Recurring Event.
After filling all the details in the New Event pop up box select Save to save your event which will appear in the various Diary views.
To check the events & appointments for current work week select Work Week
To download the calendar select the print Button from the top right of the diary screen
Select the size and orientation of the download and the format options for download a PDF or PNG from the pop-up window.
Select the diary date by selecting the calendar button next to the print button on the top right of the window.
Check another advisers availability by selecting them from the resources button on the top right of the window.
Please note that the Resources list can only be added to by adding another User Account. You can contact [email protected] to do this.
You can also change the day, week and month of the diary simply by clicking on the Right and Left arrow in the diary of the corresponding view.
