Calendar, Contact, and Customer Relationship Management

With ImagineTime, you’ll be able to view individual appointments and tasks for one (shown below) or all staff members. A horizontal scroll bar will appear when seven staff or more are being monitored at once.

The right-hand side of the grid shows a daily task list and a two month date selector with a variety of filtering options. Click on the print button across the top of the screen to select from our roster of comprehensive reports.The software scheduling event calendar tool that comes as part of this time and billing software lets you avoid duplicating work. No need to retype calendar meeting notes and start/end times on your time slips.

The popular 'all-staff' view shows the schedules for the entire staff for a particular day side-by-side. With appropriate permissions, the firm administrator can modify staff schedules and maintain appointment calendars. In addition, you can change views to reflect the schedule for one staff only. The calendar task manager implements both firms tasks and personal user tasks. Firm tasks consist of due date items for the firm such as tax returns or financial statement deadlines. You can also synchronize the calendar with MS Outlook, or exchange server.

Customize Your Contact Management Software Settings: You can customize your calendar settings by clicking on the Settings button at the top middle of the calendar grid. A tabbed screen will appear that lets you choose which setting to modify.

Task and Appointment Reports:The following example illustrates a sample report showing the tasks and appointments for one staff for the month of June. The reporting feature is accessed by clicking the "Print Tasks/Activities" button at the top of the calendar grid. Clicking on the print appointments button will print the appointment grid only for the currently selected week.