Schedule

Adding Appointments to the Schedule

When adding an Activity to the Schedule, you have the ability to schedule an appointment, schedule recurring appointments, link to records or Rollups, set an alarm, or request a meeting.

  1. Click Schedule from the Main Toolbar
  2. Click on desired date.
  3. Edit the Date field, or click the button to the right of the date field to select from a Calendar.
  4. Edit the Begin Time and End Time (choose “All Day Appointment” if desired).
  5. Enter a Subject for the appointment.
  6. Enter Notes.
  7. Select an Activity Type.
  8. Select Repeat options (once, daily, weekly, monthly, or yearly).
  9. Add an alarm if desired

To link the appointment to a record

  1. Click Links. Select the Activity type on the dropdown menu.
  2. Select the type of record or Rollup (Company, Name or Position):
  3. Click the arrow button to the right of the Link to Record dropdown and perform a search for the record/rollup. Once the record/rollup is selected, the name displays in the Record Selected field.

To scheduling a meeting

  1. Click the Meeting button. Click on the dropdown menu on the Meeting Attendees field. This will open a window in which you can select attendees from your database. The selected individuals will receive an email in which they can reply Accept, Decline or Tentative to your invitation. The Subject entered will be the subject of the email, and Notes will become the body of the email.
  2. You can also specify the Meeting Location.
  3. Click ADD

Editing an appointment on the schedule

  1. Open the schedule and go to the day on which the appointment has been placed.
  2. Find the appointment in the day’s list of appointments and click the “chat bubble” icon to view a menu of options.
  3. Click Edit.
  4. Edit Date, Time, Subject, Notes, Activity Type, Meeting Information, Alarm, or Event Type Color.
  5. Click Save.

 

**Please note that if you edit an Appointment that included attendees, each attendee is automatically sent an email with new meeting information.

To move a single appointment

Items on the enhanced daily schedule are draggable. Use the ‘grip strip’ at the top of any colored box in your Schedule to click and move the item.

  1. Open the schedule and go to the day on which the appointment has been placed.
  2. Find the appointment in the day’s list of appointments and click the “chat bubble” icon to view a menu of options.
  3. Click Move Item.
  4. Edit Date, Begin Time, or End Time.
  5. Click Move.

To Search the Schedule

  1. Open the schedule.
  2. Click on the magnify glass searching icon on the top of the toolbar
  3. Edit the Begin Date and End Date as necessary.
  4. Enter the Search Criteria text to search (i.e. enter a candidate’s last name) in the Search Criteria box.
  5. Click on the far right dropdown menu and choose the magnify glass search icon.
  6. The search results will display by date.

To delete an appointment

  1. Open the schedule
  2. Checkmark the appointment
  3. Click on the far right dropdown menu and choose delete

To print the schedule

  1. Open the schedule.
  2. Checkmark the appointment
  3. Click on the far right dropdown menu and select Print

Attempting and Completing Appointments

  1. Open the schedule and go to the day on which the appointment has been placed.
  2. Find the appointment in the day’s list of appointments and click the ‘chat bubble’ icon to view a list of options.
  3. Do one of the following:
  4. Click Attempt if the item was attempted. An emply circle icon will be added to the appointment as a visual indicator that the appointment has been attempted.
  5. Click Complete if the item was completed. A filled circle icon will be added to the appointment as a visual indicator that the appointment has been completed.
  6. Click Reopen if the item was marked attempted or completed and you want to remove this status. The red or blue circle will be removed.
  7. If the item is linked to a record, double click to expand the appointment then click the New Activity link to add a new activity to the record.