Setting the Next Appointment for a Contact

While you can schedule an appointment from the Activities Summary screen of the Calendar feature, you can also quickly schedule an appointment for a contact or lead directly from within their record. Once scheduled, the appointment will appear on the record's Summary tab, and on the Activities Summary screen reminding you to perform it.

To schedule the next appointment:

1. Open the record you want to work with. How?

   • Contact Record: From the Main Menu bar, go to Contacts > Contacts Summary. Click the contact's row to open their contact record.

2. Click the Summary tab.

3. From the Next Call/Appointment section on the right, click the Add Appointment icon.

4. Enter the appointment's details. More Info:

   1. Select a Description from the drop-down list, or enter one in the text box. To add a description to the drop-down list for future use, click the Add link and specify a value.

   2. Enter a Date manually or use the date pop-up control.

   3. Specify the appointment's start and end times, and select the All day check box if the appointment will take the entire day.

   4. If you are a member of a team or group account, from the Assigned to drop-down list, select the team member you want to assign this appointment to.

5. Click Save Appointment to return to the contact record, or Save & View Appointment to enter additional details on the Activity Details screen.

The appointment is created. The appointment appears on the record's Summary tab, and on the Activities Summary screen reminding you to perform it.