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2018/04/06

What is a resource in Simple CRM?

You can manage your machines, vehicles, rooms, etc... without worry by creating Resources.
A resource is an inanimate thing that cannot connect to Simple CRM but has a calendar.
You can thus manage reservations / uses and thus quickly visualize using the calendar if a resource is free or used.

To create a resource :
connect to Simple CRM with an Administrator account
go to the Admin module (menu up -> Admin)
click on the "User list" tab
click on the "Add Resource" button
a form appears, enter the name of the new resource (for example: Meeting Room)
click on the "Save" button

To reserve a resource, create an interaction by entering the start date and duration of the interaction. As the user of the interaction, select the resource concerned.

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