Calendar

Calendar in REM App

The REM Calendar provides a simple and intuitive way to manage your daily, weekly, and monthly activities. With easy navigation users can stay organized and keep track of all their scheduled tasks.

Accessing the Calendar

1. Open the REM App.
2. Tap on the menu icon in the bottom navigation.
3. Select Calendar from Activities & Reminder section.

Navigating the Calendar

• The top section allows you to switch between days by tapping on a specific date.
• You can view all scheduled events for a selected date in a structured format.
• Events are color-coded for quick identification of different types of activities .

1. Green for meetings
2. Blue for reminders

Swiping down on the top section of the calendar expands it to show a full-month view, making it easier to navigate between dates. This feature enhances usability by allowing users to:

• Quickly jump between months without excessive scrolling.
• Select a specific date to check.
• The dots on specific dates indicate that those days have scheduled events.

This smooth transition between the compact week view and expanded month view improves event scheduling efficiency.

Events in REM Calendar

Tap the date from the calendar, whose events you want to view. List of all the events from that day will open. 

• Listed events shows some event details, i.e. event name, description (if added), client name, event time, status, link(view client details)

When you tap on any event, a detailed view pops up, showing all essential information about the event. Here’s what you can find on this page:

Event category is at the top of the pop-up.

Event Title – Displays the name of the activity.

Date & Time – Clearly shows when the event is scheduled.

Client Name – Shows the assigned client or contact related to the event.

DRI Agent – Displays the Direct Agent (responsible person handling the event).

Created by –

At the bottom left corner there is a button, if we tap it the list of users/agents will open.

For meetings:

If a meeting description is added it will also be included in meeting details.

Similarly meeting location (can open in Map) for on-site meeting, or meeting link (can copy link) for online meeting will also be included in details if added.

Button for “copy meeting link”.

Edit an event status

Status indicates whether the event is Pending, In-progress, Completed, or Canceled (you can update this as needed).

1. Tap on the status and pop up will open.
2. Select the appropriate status to track the lead’s progress. 
3. Enter note, this note will be added to the meeting section of Lead. It is optional.
4. Tap OK.
5. The status has been updated.

View details of lead

1. Tap view client details>>.
2. Details of the lead/client will open.

Edit an event

you can also edit the details meeting and reminder.

• Tap on the event you want to edit.
• Tap on View Client Details>>
• That specific event (Meeting or Reminder) will be highlighted in the lead detail page.
• Now you can update the details or status for an event. you can also delete it.

Calendar in REM Web Portal

Introduction 

The Calendar Section in REM helps you manage and track all your scheduled events in one place. Whether it’s meetings, or reminders, everything is displayed clearly on the calendar for better planning.

Accessing the Calendar

1. Open the REM Web Portal in the browser.
2. Select Calendar from Lead Management section.

All scheduled meetings, and reminders are displayed on the calendar. Easily differentiate events using color-coded labels for better clarity.

1. Orange for meetings
2. Purple for reminders

Choose a User

Use the ‘All Users’ dropdown at the top to select a specific user/agent or view events for all users. This helps you filter the calendar and check schedules for individual team members or the entire team.

Choose Event Type

Next to the user filter, there’s the ‘All Reminders & Meetings’ dropdown. Click here to select whether you want to view only meetings, only reminders, or both together. This makes it easier to focus on relevant activities.

Multiple Viewing Options

The REM Calendar provides multiple ways to view and manage your scheduled events. You can switch between different views based on your preference and planning needs:

Day View 

• Shows all scheduled events for a single day.
• Best for daily task management, allowing you to focus on what needs to be done today.
• Useful when you have multiple appointments or follow-ups in a single day.
• Helps in time-blocking by showing event durations clearly.

Week View 

• Displays all activities scheduled from Sunday to Saturday in a weekly grid format.
• Provides a broader look at upcoming events without overwhelming details.
• Best for weekly planning, ensuring client meetings and reminders are well managed.
• Helps you balance work and avoid scheduling conflicts.

Month View 

• Shows all activities for the entire month in a calendar layout.
• Ideal for long-term planning and tracking important activities
• Allows quick identification of busy days versus free days.
• Best for managers or teams who need to track high-level scheduling trends.

Schedule View 

• Displays all scheduled activities in a list format, sorted by date and time.
• Ideal for quickly scanning upcoming tasks without switching between calendar dates.
• Best when you need a detailed overview of all events and deadlines.
• Great for professionals who prefer a task list approach instead of a traditional calendar view.

Easy Navigation in REM Calendar

Switch Between Views 

Switching views in the REM Calendar is simple!

1. Go to the Calendar Section.
2. At the top-right corner, you will find buttons for Day, Week, Month, and Schedule.
3. Click on any option to instantly change your calendar view.

With these viewing options, REM ensures you stay organized, productive, and in control of your schedule.

Quick Access to Today’s Events 

1. Click the “Today” button at the top left corner to instantly jump to the current date.

Smooth Scrolling 

1. Navigate between days, weeks, or months using the left (<) and right (>) arrows at the top left corner beside the Today button.

Events in REM Calendar

When you click on any event in the REM Calendar, a detailed view pops up, showing all essential information about the event. Here’s what you can find on this page:

Event Title – Displays the name of the activity.

Date & Time – Clearly shows when the event is scheduled.

Type – Specifies the event category (e.g., Meeting, Reminder).

Status – Indicates whether the event is Pending, In-progress, Completed, or Canceled (you can update this as needed).

Lead – Shows the assigned client or contact related to the event.

DRI Agent – Displays the Direct Agent (responsible person handling the event).

Company – Displays the picture and name of company

Other Agents – Lists additional team members involved in the event.

For meetings, if a meeting description is added it will also be included in meeting details.

Edit an event status

1. Open the detail view of an event
2. Click on the status to view available status options.
3. Select the appropriate status from dropdown to track the lead’s progress.
4. Add notes pop-up will open. 
5. Enter note, this note will be added to the meeting section of Lead. It is optional.
6. Click submit.
7. The status has been updated for the selected one.

View details of lead

1. Open the detail view of an event
2. Move the cursor to the Lead name.
3. Click to open the details of the lead.