US Toll Free: +1 877 319-0330,     Australia: 1300 786-922
Table of Contents
;
Calendar Management
Borneosoft CRM - Event Features
Calendar management includes event and task management. Scheduled events can be created either as a one-off event or recurring event. The recurring events can be scheduled as daily, weekly, monthly or yearly events.
Many types of event scheduling are provided for you to conveniently schedule your events or meetings. You can create a daily event that happens every x days or every weekday. Weekly event can happen at any day (or days) of the week for every x week. Monthly event can be set as "The day x of every y month". Monthly event can also be set as "The (first, second, third, fourth, last) (day, weekday, weekend day, Sunday-Saturday) of every x month". Yearly event can be set as "Every (January, February, ..., December) x-th". It can also be set as "The (first, second, third, fourth, last) (day, weekday, weekend day, Sunday-Saturday) of (January, February, ..., December).
Borneosoft CRM - RSVP Features, Invitation Email example
For every scheduled event, you can set the starting date and how the schedule ends. The schedule can run continuously, i.e., no ending, run for x times, or it can end on certain date. You can also set an email reminder to be sent at certain point of time.
You can invite participants from your contacts or users in your company to attend a meeting or an event. Email invitation will be sent automatically to all participant at set date and time. The participants will have the opportunity to indicate their attendance by clicking a URL link in the email they receive. The response is automatically captured and displayed for your convenience.
Borneosoft CRM - Calendar Day, Month and Year View


In addition of viewing the events as a list, the list can be viewed in day view, working days view, week view, month view or year view.
Events can be created as part of Leads or Opportunities. Documents related to an event can be easily attached to the event details.
Borneosoft CRM - Task Features
You can record your tasks and set the email reminder to be sent at certain point of time. The email reminder can be sent at some interval before or after the start date or the due date of the task. Or, it can be sent on a specific date. The email reminder can be sent for a number of times when necessary. Documents related to a task can be easily attached to the task details.
Charts related to the tasks can be generated easily. The charts are:
  • Aggregated number of days spent for all tasks for each task priority (low, normal, or high). The result is represented as bar chart or pie chart.
  • Aggregated number of days spent for all tasks for each task status (not started, in progress, completed, waiting for someone else, or deferred). The result is represented as bar chart or pie chart.
  • Number of tasks for each task status or priority.
  • Number of tasks for each task status or priority by month or by day. The result is represented in time series.
The charts are in PNG format that can be saved and embedded in document easily.