Add resource

Audience:
settings
•
Version: 10.5
• 1 minute to read
 • 1 minute to read

Resources such as meeting rooms and projectors are defined in the Lists screen in Settings and maintenance. The types are displayed as items in the General - Resource list. Resources are displayed in the Follow-up dialog in SuperOffice CRM.

Steps

  1. Select Lists in the Navigator.

  2. Select General - Resource from the dropdown menu. The Items tab displays all existing resources.

  3. Click Add to open the Edit list item dialog.

  4. Enter the required name of the item in the Name field. (Mandatory)

  5. In the Type field, choose Location or Other.

    • If you select Location as the resource type, you can enter an address in the Address field.

  6. Optionally, type in a description of the resource in the Description field.

  7. Click Save to apply your changes or Cancel to discard them.

Resource type

  • Location: Resources of this type (for example meeting rooms) are available in the Location list in the follow-up dialogs in SuperOffice CRM, in addition to the Resource list in the Invitation dialog.

  • Other: Resources of this type (for example a projector, loudspeaker, or other equipment) are available in the Resource list in the Invitation dialog.