New appointment
Argomenti collegati:
Clicking on "New appointment" opens the following window:
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
:
In this way you can directly select dates from the calendar, clicking on the desired day. To change click on
month (previous month) or
(next month). To close the window click
.
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
:
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
.
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
and
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) or between (
Lead) leads you directly select it by clicking on
: opens the search window contacts and leads
(for more information
New leads). If you inserted the tab of the company will also here you can select it by clicking on
: opens the search window companies
(for more information
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:
click and select the user, or enter a key research and click
. In this case you can check the availability of the selected user clicking
.
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
.
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) related, and you can also set a reminder (reminder) for appointment (
Reminder) by selecting
How many days will first be reported with the annotation on entered in the "Notes" field.
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.
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
button to confirm appointment.