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Creating New Appointments

New appointments can be created by clicking New in several places:

  • Calendar Day View: In Daily Appointments to create an appointment for the selected day.

  • Calendar Week View: Near the particular day.

  • Calendar Month View: Near the particular day.

  • Dashboard: In Daily Appointments to create an appointment for today.

  • Contacts Detail View, Mail Detail View, Mail List View, Files Detail View, Orders Detail View, Invoices Detail View and Products Detail View: In the Calendar tab in the Linked Items Area to create a linked appointment.

The Add Appointment window opens:

  • The Title field is visible in all views.

  • The Type field is shown before the title as an icon. Different icons are used to represent each appointment type.

  • Start date, Finish/Due date, Start time, and Finish time can be defined and are visible in all views.

  • Select Assigned to users for the appointment.

  • Use the Repetition feature to specify the frequency at which the appointment should recur.

  • Specify Priority. The default priority is Medium.

  • Click the Close button to save the appointment and close the window.


    
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