BluWave crm. Posting Appointments into Your Local Calendar (Using Google Chrome Web Browser)

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1 BluWave crm Posting Appointments into Your Local Calendar (Using Google Chrome Web Browser) Version 1.6 Update released 22/7/2011

2 Posting Your BluWave Appointments to Your Calendar Software Configuration: If you use a LOCAL Calendaring program such as MS Outlook, Lotus Notes, Entourage 2008 and Outlook 2011 for Mac or any other.ics or Icalendar compliant calendaring program. BluWave crm can automatically post your appointments into your local Calendar. Each user can specify if he would like his BluWave crm appointments posted to his Calendar. If this function is activated by the user then your customer can also be invited (he will receive an ed invitation). At booking time the user can elect NOT to invite the customer. Configuring Google Chrome Web Browser to Allow Saving of Appointments In order to set up Google Chrome Web browser to allow you to integrate BluWave crm to your calendar you will need to change some settings on the browser as follows: 1. Click on Google settings on the right hand side- spanner icon and select options from this menu. 2. click on Under The Hood on the Left panel. Then in the top section called Privacy click the button called Content Settings. See below. BluWave CRM cost-effectively, closing sales in the cloud Page 2 of 12

3 Click the Content Settings button in the Under the Hood Panel 3. Under the Pop-ups Section of Content Settings click the Manage Exceptions button Click Manage Exceptions BluWave CRM cost-effectively, closing sales in the cloud Page 3 of 12

4 4. Type the following entry into the Pattern Box and hit enter [*.]bluwavecrm It should display as follows: You have now successfully configured Google Chrome. BluWave CRM cost-effectively, closing sales in the cloud Page 4 of 12

5 Booking a New Appointment Step 1: Each User to Activate the Posting of Calendar Appointments Feature in his user profile Under the Edit My Profile Menu of the System Setup Tab : Activate the posting of appointments to your calendar here BluWave CRM cost-effectively, closing sales in the cloud Page 5 of 12

6 Step 2: Complete a New Appointment Form Invite Contact? this option defaults to On. If on the system will send an appointment invitation to your customer that he can accept into his calendar software supports most clients including MS Outlook, Lotus Notes, Gmail and any other. If you do not wish to send an appointment invitation to your customer then uncheck this box. Task? Please note that if you indicate that this activity is a Task, the system will NOT post this activity to your calendar. This check box should NOT be checked if you wish to post an appointment. Click Save or Save and new and complete the steps below to post this appointment to your calendar. BluWave CRM cost-effectively, closing sales in the cloud Page 6 of 12

7 Step 3: Check your Appointment download on the taskbar Click this Popup Form in your Windows Taskbar, Browser application BluWave CRM cost-effectively, closing sales in the cloud Page 7 of 12

8 Click Download Meeting Request Step 4: Save the Appointment into your Calendar Click on this appointment button to Open or save this file? Click OPEN to save to your calendar. Do You want Step 5: Accept the Meeting BluWave CRM cost-effectively, closing sales in the cloud Page 8 of 12

9 The following Meeting Request will open and when you Accept it will be in your Calendar. Accepted close the download form to continue with your BluWave system. Once Close the download form... BluWave CRM cost-effectively, closing sales in the cloud Page 9 of 12

10 Appointment Invitation ed to the Customer If you had checked the invite customer check box then your customer will receive the following from you. Your customer can click on the attached Calendar file to accept the appointment into any.ics compliant calendar program including MS Outlook Calendar, Lotus Notes Calendar, Gmail Calendar etc. Editing BluWave CRM Appointments also Edits your Calendar Appointment If you edit your appointment in BluWave, the system will edit your appointment in your local calendar you will have to download the adjustment and accept it as you did when booking the appointment. In addition, if your customer was invited, it will resend the appointment adjustment to the customer. BluWave CRM cost-effectively, closing sales in the cloud 12 Page 10 of

11 Faster Acceptance of Appointments in Google Chrome You can reduce the number of clicks required to accept an appointment via Google Chrome Web Browser by changing the following setting: Click here to open a menu and select from the menu Always open files of this type Now when you click download meeting request the system will go directly to the Accept form BluWave CRM cost-effectively, closing sales in the cloud 12 Page 11 of

12 END OF UPDATE BluWave CRM cost-effectively, closing sales in the cloud 12 Page 12 of

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