Creating And Managing Your Appointments

You can create appointments or tasks to manage your time and efforts. Either can be optionally linked to deals, contacts, documents, or web pages. There are different places in program where you can create appointments.

Creating a new appointment

Click New in the ribbon bar Appointments area of the Calendar & Tasks ribbon tab to create a new appointment. Select a time slot in the Daily view of the calendar (like 1:00 PM to 2:30 PM pictured above) then select New in the ribbon bar Appointments area of the Calendar & Tasks ribbon. Note the start and end times pictured in the Appointment form. Click the appointment button in the ribbon bar Links area of the Contacts tab to create an appointment that is linked to contacts that are selected in the contact list. If no contact(s) are selected an appointment with no links is created. Click Appointment in the ribbon bar Action area of the Calls & Research ribbon tab to create an appointment that is linked to the displayed contact.

Reminder

Reminders are set by a period prior to the appointment. The 1 hour reminder for appointment at 9:30 AM goes off at 8:30 AM. Enter reminders in minutes or m, hours or h, or days or d. Valid reminder examples are 15 minutes or 15 m, 2 hours or 2 h, 1 day or 1 d. Invalid reminders mix hours, minutes, and days. For example: 1 hour and 30 minutes - instead enter 90 minutes.

Adding links

You can add links to your appointment via the links tab of the Appointment form. For example, you might create a link to the proposal document on your computer or to other contacts. See the section on adding/managing links.

Editing an appointment or the expected date of a deal

Select the appointment or expected deal date and press the Change button in the Appointments ribbon bar area of the Calendar & Tasks tab. Double clicking on an appointment opens the Appointment form. Double clicking on a deal's expected date opens the Deal form which allows you (among other things) to set a new expected date.

Dragging or stretching appointments or a deal's expected date to change times

Select an appointment or a deal's expected date and drag-then-drop it to a new time. You can adjust the start or end time of an appointment (not a deal's expected date) in the daily view by selecting the appointment, then holding-and-dragging the top or bottom edge of the appointment.

Holding the ALT key while dragging or stretching an appointment in the daily view allows dragging in 1 minute increments. A tooltip displays the time.