New appointment

Modified on 2009/10/04 18:06 by stefano Categorized as Uncategorized
==New appointment == {s:Related}
Clicking on "New appointment" opens the following window:

{{<img src="{up}Manuale IT/3.2.1.1 crm - agenda - barra laterale - nuovo appuntamento00.PNG"/>}}

By filling in the various fields you can create a new appointment that will subsequently be viewable in the calendar.

First insert the / and date / and of the appointment in the fields "from the (dd/MM/yyyy)" (start date) and "to the (dd/MM/yyyy)" (end date), or directly by completing the fields by typing their dates (dd = day 2 digits; MM = month 2 digits; yyyy = year 4-digit, e.g. 01 01 2009), or by clicking on icons {{<img src="{up}Manuale IT/seldate.PNG"/>}}:

{{<img src="{up}Manuale IT/calendario.PNG"/>}}

In this way you can directly select dates from the calendar, clicking on the desired day. To change click on {{<img src="{up}Manuale IT/monthprev.PNG"/>}} month (previous month) or {{<img src="{up}Manuale IT/monthnext.PNG"/>}} (next month). To close the window click {{<img src="{up}Manuale IT/X orange.PNG"/>}}.

Under the heading "appointment to" indicate to whom is the appointment. You can check the availability of the person in question by clicking on the icon {{<img src="{up}Manuale IT/verifica disp utente.PNG"/>}}:

{{<img src="{up}Manuale IT/3.2.1.1 crm - agenda - barra laterale - nuovo appuntamento01.PNG"/>}}

Will appear this table where you can quickly browse the commitments of the user selected for the day in which you are setting the appointment. Once verification close window by clicking on {{<img src="{up}Manuale IT/X orange.PNG"/>}}.

By selecting the box "All day" will automatically set the time interval as now taking appointment start time entry into Office the morning and as end of exit time the afternoon for the selected user.

Otherwise you will need to fill out fields "From" and ".", by directly typing timetables or by clicking the relevant icons {{<img src="{up}Manuale IT/timeup.PNG"/>}} and {{<img src="{up}Manuale IT/timedown.PNG"/>}} to increment or decrement (respectively) timetables.

"Person" and "Company" fields respectively insert the name of the person with whom the appointment and the company for which this person works is fixed. Where that person tab is available between contacts ([Contacts|Contacts]) or between ([Lead]) leads you directly select it by clicking on {{<img src="{up}Manuale IT/face.PNG"/>}}: opens the search window contacts and leads
(for more information [New leads|New leads]). If you inserted the tab of the company will also here you can select it by clicking on {{<img src="{up}Manuale IT/face.PNG"/>}}: opens the search window companies
(for more information [New leads|New leads]). You will need to select / Insert a company if the company tab is bound to lead the contact tab.

In the field "Accompagnato from" you can select a second user that will participate in the appointment: {{<img src="{up}Manuale IT/face.PNG"/>}} click and select the user, or enter a key research and click {{<img src="{up}Manuale IT/CERCA.PNG"/>}}. In this case you can check the availability of the selected user clicking {{<img src="{up}Manuale IT/verifica disp utente.PNG"/>}}.

{{<img src="{up}Manuale IT/3.2.1.1 crm - agenda - barra laterale - nuovo appuntamento02.PNG"/>}}

Will appear this table where you can see quickly the commitments of both users selected for the day in which you are setting the appointment. Once verification close window by clicking on {{<img src="{up}Manuale IT/X orange.PNG"/>}}.

The "Phone" field is useful if the person the appointment tab is not present.

The "Notes" field is free, so you can compile as you prefer.

If you have selected the "Create activity" box when you save the appointment is created automatically activity ([Activities|Activities]) related, and you can also set a reminder (reminder) for appointment ([Reminder|Reminder]) by selecting
How many days will first be reported with the annotation on entered in the "Notes" field.

{{<img src="{up}Manuale IT/3.2.1.1 crm - agenda - barra laterale - nuovo appuntamento03.PNG"/>}}

If the box "in house" is selected you will type in which room of the company will be the appointment in the field "Room". Otherwise you can specify the address.

{{<img src="{up}Manuale IT/3.2.1.1 crm - agenda - barra laterale - nuovo appuntamento04.PNG"/>}}

Where an appointment takes place over several days, you can manage occurrences automatically by selecting the box "Applicant". You can define start and end of the period in which repeats the appointment, mode, and the frequency of occurrence, and if they are to exclude holidays, filling in a timely manner its fields.

At the end of the creation of the click the {{<img src="{up}Manuale IT/SALVA.PNG"/>}} button to confirm appointment.
Meta Keywords:
Meta Description:
Change Comment:
ScrewTurn Wiki

Navigation (Manual)¶

New appointment
