Agenda: visits and appointments in the same tenant
Customer visits and internal appointments do not belong in a separate calendar next to your ERP. ERPOnline has a shared company agenda and a personal agenda — linked to relations, with reminders in your messages.
01
Company and personal, in one view
Switch between the company calendar, your own calendar, or both. Day, week and month views make planning visible for office and field staff — without a second tool.
- Company appointments visible to the team
- Personal appointments only for you
- Types such as customer visit, general or other
02
From the customer card to the appointment
Schedule a visit straight from the relation. Title, customer and visit address are prefilled. In the agenda you see contact details and open Google Maps navigation to the address in one click.
- Contact person, phone and email on the appointment
- Location from visit or delivery address
- Reminders as system messages in the ERP
Planning that stays with your customers: from appointment to navigation, using the same relations as sales and service.
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