Scheduling appointments and managing events can be challenging, especially when you’re dealing with multiple locations and customers. But what if I told you that there’s a game-changing solution on the horizon?
At Boru, we’re always looking for ways to leverage technology to improve our CRM platform and boost efficiency. This time, the spotlight is on a Vtiger CRM integration that will transform the way you think about scheduling—by bringing the power of Google Maps right into the heart of your CRM system.
Crafting the Ultimate Scheduling Experience
Our latest endeavour enhances Vtiger’s scheduling capabilities with an intuitive Google Maps extension. Yes, I’ve touched on this subject in past explorations, yet today, I want to unravel an additional layer that will not only facilitate appointment setting but also display these events vividly on Google Maps.
Let’s imagine you are using the quotes module in Vtiger. With our customization, appointment setting will become as straightforward as clicking a button, literally. I’ll walk you through how a simple ‘Appointment Map’ button on your quote screen can take you to a world of seamless scheduling.
A Visual Journey Through Your Appointments
Upon clicking the ‘Appointment Map’ button, your screen will blossom into a radius map peppered with event markers. This isn’t just a static display; it’s a fully interactive map that answers the pressing questions of who, what, and when by simply hovering over the pins. And it doesn’t stop there. You can immediately set an appointment from the pop-up or from a dedicated button at the top right corner.
Setting Up for Success
Now, let’s delve into the details of setting up an appointment directly from the map view. When you click to set an appointment, a pop-up will escort you through the process, with most of the information pre-populated from the related quote. You’ll see the contact, the relevant address (billing or shipping), and then you can specify the date, time, and assignee. Just like that, an event is born—linked to all the necessary records with the location details plucked right from the quote itself.
Everything at a Glance
Our Google Maps extension comes equipped with an additional facet where all current events within the map’s radius are listed. You’ll find details like date, time, and address here without needing to scan the map. But for fans of the interactive experience, hovering over each pin remains an option.
Filter Through the Clutter
Sometimes, a cluttered map can overwhelm more than it helps. That’s why we’re introducing filters; assigned-to and date range. Whether you want to view a single user’s appointments or browse through a month’s worth of events, these filters put you in the driver’s seat.
From Concept to Execution
Although we’re stemming from the quotes module, the beauty of this setup is that it’s about event scheduling—appointments that enable actions at specific addresses, like coordinating deliveries in real-time.
A Personal Invitation to Innovation
If this sneak peek into our Vtiger Google Maps scheduling customization has piqued your interest, I encourage you to delve into a more compartmentalized breakdown in my previous blog post. There, you’ll see the concept dissected further with a detailed estimate to boot.
In a world where efficiency and accuracy are paramount, Boru’s commitment to innovation within the CRM domain remains unwavering. Stay tuned for more updates and insights as we continue to push the boundaries of what’s possible.
And that, my friends, is a glimpse of the future Boru envisions—one where scheduling and geolocation merge seamlessly within your CRM platform. Thanks for joining me on this journey into smarter, map-integrated scheduling!
