Scheduling - Do you have a consistent naming convention for your bookings?
27/09/2014 10:56 AM by
When you look at the Service Calendar, you want to be able to see, at a glance, who is working on what.
To do this, the subject field of the appointments should be as follows:
Client [Project] - Name[s]
The project name (in parentheses) is optional and only used if there is more than one project happening simultaneously.
You can have 1 or many names, depending on the booking
Go to ACME CorpFigure: Bad example - all inconsistent and hard to read
Work onsite for ACME Corp
Mehmet working at ACME Corp
ACME Corp - MehmetFigure: Good Examples
ACME Corp - Mehmet, Dan
ACME Corp (SharePoint) - Dan
Leave - MehmetFigure: Good Example:
Do you feel this rule needs an update?