Latest Updates To Pinnacle Ai CRM

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Calendar Enhancements | Change Order, Better Mobile Views, & Annotations

December 26, 20232 min read

Introducing our CRM's latest calendar enhancements, designed to revolutionize your scheduling and service management experience. With customized calendar sequencing, improved mobile and tablet usability, and calendar annotations, we're making it easier for you to efficiently manage your service calendars and understand the intricacies of your scheduling, providing an enhanced user experience across all devices.

Calendar Enhancements | Change Order, Better Mobile Views, & Annotations: Our CRM introduces three calendar enhancements: Customized calendar sequencing, improved mobile and tablet usability, and calendar annotations. These enhancements empower users to better manage service calendars, offering a smoother and more user-friendly experience. 👇🏻

⭐️ Why does it matter to your business?

  • Customized Calendar Sequencing: Reorder and rearrange calendars to tailor the appearance of your service menu, making it easier to put what's most important first.

  • Improved Mobile and Tablet Usability: Enhancements for mobile and tablet versions provide a smoother user experience, making it easier to view calendar details and book services on these devices.

  • Calendar Annotations: Easily understand various patterns and icons in the calendar view with the introduction of calendar annotations, simplifying calendar comprehension.

⭐️ How To Use Calendar Enhancements | Change Order, Better Mobile Views, & Annotations?

  1. Access Calendar Enhancements:

    Log in to your CRM account and navigate to the calendar groups.

  2. Customized Calendar Sequencing:

    In the calendar view, go to groups and click the three dots.

    Select "Rearrange Calendars" to access the drag-and-drop feature.

    Drag and drop calendars to reorder them based on your preferences.

  1. Calendar Annotations:

    Access calendar annotations by clicking the light bulb icon in the calendar view.

    Read the annotations to understand the various patterns and icons used in the calendar, providing clarity and ease of use.

    With these calendar enhancements, you can efficiently manage service calendars, tailor appearances, and enjoy a smoother experience across devices. Stay tuned for more exciting enhancements and features in the future!

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Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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