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:
![](pages/img/Vedatrak_CRM_v3_0_OnlineHelp_m70801dc.png)
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.
![](pages/img/Vedatrak_v2.1_UsersGuide_html_2853eccc.png)
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.
![](pages/img/Vedatrak_v2.1_UsersGuide_html_m7399fe0e.png)
Use the Repetition
feature to specify the frequency at which the appointment should
recur.
![](pages/img/Vedatrak_CRM_v3_0_OnlineHelp_m137178a7.png)
Specify Priority. The default
priority is Medium.
![](pages/img/Vedatrak_v2.1_UsersGuide_html_m4db36354.png)
Click the Close button
to save the appointment and close the window.
|