Understanding your Contacts Page
The Contact page is made up of 3 main tabs of information
Contact Notes
For each contact you have the ability to keep detailed notes. Notes
Contact Events
To view contacts events click the events tab on the contacts form.
Contacts and CRM
KeepShift has a simple inbuilt CRM to help manage your contact list
Diary / Calendar Entries from the Job Sheet/Toolbox
If you create a job sheet or toolbox talk and assign it
Understanding your Diary / Calendar Entries
Each Diary Entry contains a number of symbols which allow a number
Creating a Diary / Calendar Entry
Once you are in the Diary / Calendar page you can create
Viewing the Diary / Calendar
Depending on the permissions that have been granted to your profile will
Navigating the Diary / Calendar
The Diary / Calendar Functions Navigating the KeepShift Diary / Calendar is