Vedatrak 3.0 Online Help

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 New 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.