| # Appointment (tccom6600m100) Use this session to view, enter, and maintain appointments. An appointment can be linked to a contact, a business partner, an opportunity, or an activity. You can start this session from the Activities (tccom6100m000) overview session, by double-clicking a record of the Appointment type , or by clicking New Appointment or Follow Up Appointment on the appropriate menu. You can also start this session stand-alone. Tabs The lines on the tabs refer to these sessions: Attendee Refers to the Attendee (tccom6105m000) session. On this tab, you can add attendees to the appointment. Notes Refers to the Notes (tcstl1550m000) session. On this tab, you can view, enter, and maintain the notes that are linked to the appointment. If you double-click a line or enter a new note on this tab, the Note (tcstl1650m000) session is started. References Refers to the References by Activity (tccom6115m000) session. On this tab, you can view and specify reference information for an appointment. Additional Attributes Refers to the Attributes (tdsmi2101m000) session. On this tab, you can add attributes to the appointment. Related topics CRM – functionality Subject Enter a short description of the appointment. Synchronize If this check box is selected, the appointment must be synchronized with the attendees' calendar events in Microsoft Exchange. This check box is only visible if the Synchronize Activities check box is selected in the COM Parameters (tccom0000s000) session. Note This check box is only available if, in the Attendee (tccom6105m000) session: An attendee is entered for whom the Attendance field is set to Meeting Organizer. The Invite check box is selected for one or more attendees other than the Meeting Organizer. The attendee's E-mail field is filled. Related topics Synchronizing CRM contacts and activities to Microsoft Exchange Location The location where the appointment takes place. All Day If this check box is selected, an all day appointment is applicable. Therefore, you can only enter start end end dates, no times. Start Date The date and time the activity started. End Date The date and time the appointment is finished. Reminder If this check box is selected, a reminder is set for the appointment. Reminder Value The amount of time before the appointment that you want the reminder to appear. Reminder Type The amount of time before the appointment that you want the reminder to appear. Show Time As An attendee's availability status during the time period of the appointment. Contact The contact for whom the appointment is made. Business Partner The business partner for whom the appointment is made. Phase The phase in the sales process for which the appointment is made. Linked Activity The activity for which the appointment is made. Information Use this field to add text to the appointment. Status The appointment status, which informs you about the progress of the appointment. Allowed values Activity Status Organizer The employee who organizes the appointment. Note This field is filled with the attendee for whom the Attendance field is set to Meeting Organizer in the Attendee (tccom6105m000) session. Appointment An activity type that specifies an appointment scheduled for a contact, business partner, opportunity, or activity that you want to track through completion. An appointment has invited atttendees. Created by The user who created the appointment. Creation Date The date on which the appointment is created. Last Modified by The user who last modified the appointment. Last Modification Date The last date on which the appointment is modified. Series The series used for the appointment. Default value The Series for Appointments from the COM Parameters (tccom0000s000) session. Related topics To use number groups and series Done Completes the appointment and sets its status to Held. Follow Up Appointment Starts the Appointment (tccom6600m100) session in which you can enter a follow-up appointment for the appointment. Follow Up Call Starts the Call (tccom6600m200) session in which you can enter a follow-up call for the appointment. Follow Up Task Starts the Task (tccom6600m300) session in which you can enter a follow-up task for the appointment. Follow Up Email Starts the Email (tccom6600m500) session in which you can enter a follow-up e-mail for the appointment. |