Adding calendar appointments

To add a calendar appointment in SyteLine that will be synchronized to Outlook:

  1. In SyteLine, open the User Calendar and double-click on the day the appointment should take place:

  2. In the Create User Appointment form, specify the information about the new appointment:

    The information in these fields will be synchronized to Outlook. For all date/time fields, use the drop-down calendar to select a date and accept the default time of 12 a.m., or enter a date and time manually.
    • Subject - optional, first 80 characters
    • Location - optional, first 80 characters
    • Start Date/Time - required
    • End Date/Time - required
    • Reminder Date/Time - optional
    • Description - optional.
  3. If you want the appointment to be automatically deleted from SyteLine after the reminder has been sent, select Delete After Reminder.
  4. Click OK to save the appointment and return to the User Calendar.
  5. In the grid side of the User Calendar form, select the row for the appointment you created. Click MS Outlook Sync Out to duplicate the task information in Microsoft Outlook.
  6. The system tells you that an Outlook appointment(s) export will be performed. Click OK.
  7. The system tells you how many appointments were added or updated in the Microsoft Outlook Calendar folder.Click OK.
  8. The appointment is added to Outlook, and the Appointment in SyteLine check box is selected. The resulting appointment is displayed in your Outlook Calendar: