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:

Related topics

 

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.
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.

...

The contact for whom the appointment is made.

...

The business partner for whom the appointment is made.

Phase

The phase in the sales process for which the appointment is made.

...

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.

 

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.