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Index

Task - Appointments

 
This tab lists all open appointments and gives users the ability to add new appointments, reassign an appointment or delete existing appointments.
 
Task - Appointments
1

Date Selection

Select the date range to show the appointments within that critera.
2

Appointment

Double click on an appointment to bring it up onto the screen.
3

View In Calendar

Click to open a Calendar view showing the user and the day for the appointment.
4

Show Occurrences

The Appointments can be grouped by the series or show all occurrences of every series of appointments.
5

Delete

Click this link to delete the appointment.
6

Reassign Appointment

Select the user whom the appointment is going to be assigned to and click the reassign button.
7

Add Appointment

Click to add a new appointment against the task.
8

Delete Appointment

Select an appointment or appointments and click here to delete them off the task.