freshOps App

Martin Callan

Outlines freshOps Visit Calendar Functionality

Calendar

Functions that will help you move around the Calendar

Navigating Calendar

Reload Data

Show Status

General Usage

Creating a New Visit Schedule within the Calendar

New Visit Schedule within the Calendar

Create a New One-Off Visit within the Visit Calendar

New One-Off Visit within the Visit Calendar

New Visits in the Calendar

How to apply filters to the calendar to see specifically what you need.

Calendar Filters

How to show important or Specific Status based don you requirements

Show specific Status'

Filters

How to drag and drop a Visit to reschedule it to another day

Reschedule a Visit in Weekly Calendar View

This article explains what drag and drop functions are part of the Calendar

Drag 'n' Drop Calendar

Reschedule a Visit in Monthly Calenddr View

Drag & Drop Actions

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freshOps UK Website

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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