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Diary Menu

The Diary is your daily planner and helps you better organise and manage your appointments.

Diary Overview
Summary The Diary is your personal daily planner that helps you better organise and manage your appointments. The default planning view for the diary is...
Mon, 8 Apr, 2019 at 9:30 AM
Diary Sidebar
Tapping on any call in the list will draw out the diary sidebar. The actions from the sidebar are described below. Open/View Starts the call. ...
Mon, 8 Apr, 2019 at 9:36 AM
1 Day Mode
Summary 1 day mode is used when you would like a clear view of what is planned for a particular day. Calls will be presented in rows using the followi...
Thu, 4 Apr, 2019 at 10:13 AM
5/7 Day Modes
Diary entries in this view are displayed as rectangular tiles and positioned appropriately onto the 5 or 7 day layout – based on a calls assigned date and t...
Mon, 8 Apr, 2019 at 9:49 AM
Adding new Entry Types
Summary There are 3 types of diary entries you can create. Call. The majority of your diary entries will be in the form of a Call – since you will ...
Mon, 8 Apr, 2019 at 9:52 AM
Changing Default Call Settings
Summary The default settings are based on the order of the list set by the Perenso Administrator. You can change them to fit your preferences if you wish to...
Fri, 9 Mar, 2018 at 2:34 PM
Copying and moving calls
1 Day Mode Copy / Move. Press on the Copy / Move button on the top left corner of the diary and select calls to copy/move to another day. C...
Mon, 8 Apr, 2019 at 11:13 AM
Trip Zones - Overview
Summary Trip Zones are custom account filters created by users. This lets you categorise your accounts based on location and allow you to efficiently plan y...
Fri, 16 Mar, 2018 at 3:57 PM
Trip Zones - Creating a Trip Zone
From the My Trip Zones popup, tap Manage to load the My Trip Zones screen. Tap on Add a new zone to load the New Zone popup. Enter in a ...
Fri, 16 Mar, 2018 at 3:33 PM
Trip Zones - Applying Trip Zones to a date
Load the Diary Screen on the day/week you wish to apply the Trip Zone and bring up the My Trip Zones popup. Tap on the Trip Zones you wish to en...
Fri, 16 Mar, 2018 at 3:53 PM