Appointment Entry generate/en72.jpg


 

To access Appointment Entry, select Tools|Appointments & Tasks from the main menu. Press the Appointments tab button and then press Add or Edit.

Subject

Enter a description of the appointment here.

Date

Enter the date of the appointment here.

Time

Enter the time of the appointment here.

generate/notepad2.gifIf this is left blank, the time will default to 12:00am and the appointment will appear at the top of the appointment list for the specified day.

To

Enter the time the appointment ends here, or you may tab over this field and enter the length of the appointment instead, in which case the appointment end time will automatically be filled in.

Length

Enter the length of the appointment here. If an appointment end time is specified the appointment length will be calculated automatically.

Status

You may specify whether the appointment is confirmed or tentative here.

Reminder Service

Remind me in

Tick generate/tick2.gif this option if you wish to receive a reminder about an appointment.

generate/notepad2.gifYou may select a reminder range from 30 minutes up to 1 month, or you may manually specify the reminder date and time.

On Date

The date the reminder will be presented to you.

At Time

The approximate time the reminder will be presented to you.

Notes

Click on the Notes tab button to record note information about this appointment.

Links

Click on the Links tab button to record cross-reference information about this appointment.

Name

Select the name of the user this appointment relates to if it does not relate to the currently logged in user.

Area

Select the area that this appointment relates to. For example, if the appointment relates to a customer account, it might be assigned to the Customers area.

Account

You may optionally enter the account code the appointment relates to.

Transaction

You may optionally enter the transaction number the appointment relates to.

Reference

An optional cross-reference entry may be placed here, such as a customer or supplier reference number.

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Related Topics:

Appointments & Tasks Manager

Task Entry



Help Topic Map