Creating Appointments
In eAppTrack, you can create appointments in your records. This will help you manage your schedule and help keep track of when you need to interact with a record.
To create an appointment:
- Open up the Form Manager for the module that you would like to add a task to.
- On the left side of the Form Manager, open the drop down labelled "Additional Tabs."
- Under "System Tabs" drag and drop the "Activities" tab, and place it in the layout. Save the Layout.
- Next, go to view the module that you just edited, and click on a record. Under the "Activities" tab, click on "new appointment."
- This will bring up a popup window where you can modify the specifics of your new appointment. There are several options when creating an appointmen that are explained in the next section.
The Add/Edit Appointment Form has seceral different fields to fill out. Note, the only mandatory field is the Subject field.
- Subject: Add a name for the appointment.
- Assigned To: Select which team member to assign to the appointment.
- Location: Type in specifics of the location of the appointment.
- Status: Select the status of the appointment.
- Action: Select the action corresponding to the appointment.
- Start Date: Type in the date the appointment starts, or select the appointment date by clicking on the calendar icon () to the right. You can also chose a specific time of day by choosing the clock icon ().
- End Date: Type in the date the appointment ends, or select the appointment date by clicking on the calendar icon () to the right. You can also chose a specific time of day by choosing the clock icon ().
- Connected To: Select the account/contact/opportunity to assign the appointment to from the drop-down list.
- Description: Type any additional information you want visible to the account.
- Recurring Box: Check if you want the appointment to repeat. For more information on recurring appointments, see our Recurring Appointments help article here.
- Check the eMail Notification box if you want an email notification sent to the team member assigned to the Appointment, and any of the invitees to the appointment. Choose from the drop down when you want the email notification to be sent.
There are 2 unique features to Appointments (that Tasks do not have):
1. You can invite others to Appointments, either through eAppTrack or through their email calendar (Outlook, Google, etc.) by clicking on the Invitees tab.
2. You can set the Appointment to recur at various intervals for either a specific amount of time or with no end date, by clicking on the Recurrence tab.
Click Submit to save the appointment.