Introduction to the Events Tab in Movegistics 5.0

Why This Matters to Your Business
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The Events tab gives you a calendar-based view of all scheduled sales and service activities across your team. 📆 Whether it’s on-site surveys, virtual walkthroughs, or follow-up calls, the Events screen ensures everyone stays aligned on what's happening each day.

This tab helps your business:

• Track upcoming appointments for sales reps and surveyors 🧍‍♂️
• Avoid double-booking and missed visits 🚫
• Improve response time and resource planning ⏱️
• Coordinate calendars across teams seamlessly 🗂️

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📍 How to Access the Events Tab

1. From the Main Menu, click Events (below Payments).
2. You’ll be taken to the calendar view, which defaults to the Week tab.
   
   

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🗓️ Calendar Views & Navigation

The calendar offers multiple views:

• Day – See detailed events by time for a single day.
• Week – View all events across the current week.
• Month (accessible by using right-side date picker).

Use the arrows at the top to move forward or backward by day/week/month. Click Today to jump back to the current date.

The right-side mini calendar lets you jump directly to any date.

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🔍 Search & Filter Events

Use the search bar to look for:

• Contact names
• Event titles
• Assigned reps

Apply Event Filters to:

• Show events by specific team members
• Filter by event type (e.g., On Site Survey, Virtual Survey, Callback)
• Narrow down by time range

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✍️ Creating and Managing Events

• Click the + icon to create a new event.
• Set:
  • Title (e.g., On Site Survey – John Doe)
  • Time and date
  • Assigned staff member
  • Event type (On Site, Virtual, etc.)
  • Description or notes

Once saved, the event will appear on the calendar and be visible to assigned staff.

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🔗 Syncing with External Calendars

At the top-right, you’ll see the option to Sync Calendar:

• Turn this ON to integrate with Google or Outlook calendars
• Events created in Movegistics will show up externally for your team (if enabled)

📌 Syncing is ideal for reps and surveyors using mobile devices or working remotely.

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🧠 Pro Tip: Use Color Coding for Clarity

Each event type may appear in a different color based on team assignment or category. This allows you to:

• Spot priority tasks at a glance
• Separate virtual vs. on-site events visually
• Manage workloads by shift or location

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For help managing calendar sync or setting up event filters, contact us at [e-mail].