Moving our non accounting process from paper to electronic using SAGE as an operational software. The diary module is under-utilized and having a greater user defined structure would help immensely with organizing and prioritizing. Using data fields from invoices/quotations as well as customer and supplier would minimize manual data entry, pulling data into the subject and location, also the ability to edit the predetermined TYPE: options to be specific to the individual business. To assign workforce to diary entries without adding them as users on the SAGE program, for example, populate DEPARTMENTS with the workforce and pulling that information through to a data field in the diary wizard. Also showing the location, subject, type, invoice/quote number, and member of workforce at a glance on the diary entry without drilling into it.
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