Scheduling customization

A bit of a complex question ... I guess

In CRM we normally schedule a job to a user ... using the Bicycle
Workshop sample database included in the CRM implementation guide one
would schedule a bicycle repair job to a technician and CRM does a
wonderful job here.

Now assuming that a job in reality is not one technician to one bicycle
but say one to many .. can CRM be customised to meet the need? The
Bicycle Workshop sample database would not be a good example to
illustrate this case. Instead consider a small company that owns a set
of sailboats each manned by crews. For the purpose of this example a
crew is considered to be one unit. The company sells seats on
particular cruises. Each ship can only take a maximum number of clients
per cruise. Here the scheduling module CRM would be great since it
would take care of not allowing two cruises to use the same boat and
overlap in time etc etc

However can CRM be altered to allow more than one participant on a
cruise?

Any ideas?

Roger
Fri May 05 10:56:52 CDT 2006

ok here goes:

You set up the crew by choosing the resources required e.g. might be one
skipper, one navigators & 3 crew - can have these be selected from groups of
resources with appropriate skill sets.

You schedule the cruise & choose multiple contacts as the customers for the
cruise service you are scheduling.

Maybe I've not understood the requirements but that seems to me to do it?

hth

Roger

<lbusuttil@gmail.com> wrote in message
news:1146842316.322173.35110@i40g2000cwc.googlegroups.com...
>A bit of a complex question ... I guess
>
> In CRM we normally schedule a job to a user ... using the Bicycle
> Workshop sample database included in the CRM implementation guide one
> would schedule a bicycle repair job to a technician and CRM does a
> wonderful job here.
>
> Now assuming that a job in reality is not one technician to one bicycle
> but say one to many .. can CRM be customised to meet the need? The
> Bicycle Workshop sample database would not be a good example to
> illustrate this case. Instead consider a small company that owns a set
> of sailboats each manned by crews. For the purpose of this example a
> crew is considered to be one unit. The company sells seats on
> particular cruises. Each ship can only take a maximum number of clients
> per cruise. Here the scheduling module CRM would be great since it
> would take care of not allowing two cruises to use the same boat and
> overlap in time etc etc
>
> However can CRM be altered to allow more than one participant on a
> cruise?
>
> Any ideas?
>

lbusuttil
Fri May 05 13:08:50 CDT 2006

Good Idea
Thanks Roger!

Could we then limit the number of contacts per service depending on the
vessel choosen?


Roger wrote:
> ok here goes:
>
> You set up the crew by choosing the resources required e.g. might be one
> skipper, one navigators & 3 crew - can have these be selected from groups of
> resources with appropriate skill sets.
>
> You schedule the cruise & choose multiple contacts as the customers for the
> cruise service you are scheduling.
>
> Maybe I've not understood the requirements but that seems to me to do it?
>
> hth
>
> Roger
>
> <lbusuttil@gmail.com> wrote in message
> news:1146842316.322173.35110@i40g2000cwc.googlegroups.com...
> >A bit of a complex question ... I guess
> >
> > In CRM we normally schedule a job to a user ... using the Bicycle
> > Workshop sample database included in the CRM implementation guide one
> > would schedule a bicycle repair job to a technician and CRM does a
> > wonderful job here.
> >
> > Now assuming that a job in reality is not one technician to one bicycle
> > but say one to many .. can CRM be customised to meet the need? The
> > Bicycle Workshop sample database would not be a good example to
> > illustrate this case. Instead consider a small company that owns a set
> > of sailboats each manned by crews. For the purpose of this example a
> > crew is considered to be one unit. The company sells seats on
> > particular cruises. Each ship can only take a maximum number of clients
> > per cruise. Here the scheduling module CRM would be great since it
> > would take care of not allowing two cruises to use the same boat and
> > overlap in time etc etc
> >
> > However can CRM be altered to allow more than one participant on a
> > cruise?
> >
> > Any ideas?
> >