ForteCRM.Tutorial.Appointments

Forté CRM Tutorial Appointments 1AppointmentsAppointmentsAn appointment is a general term for an event that is scheduled in the diary, and occursat a specific point in time for a set duration. An appointment may be a meeting betweenparties, but it could also be time allocated to making a phone call, or generating areport. TasksTasks are 'To Do' items that are to be completed by a particular date (and optionally,time) but can be undertaken at any time prior to that completion date. Tasks arescheduled using the task list rather than the diary. Creating an AppointmentAppointments can be linked to contacts when they are created. The appointment will befiled against the selected contacts, and will appear in the activity list for each contact.An appointment can be created in one of the following ways: right click on a contact, either in the treeview on the left or in contact list grid on theright, and select 'Appointment' from the pop up menu. if contact details are displayed, click on the 'Appointment' button beside their name atthe top of the screen. select multiple contacts by checking the box beside their name in the contact list grid.Then either right click on one of the selected contacts and select 'Appointment' fromthe pop up menu or click on the 'Action' button at the top of the grid and choose'Appointment'. double click in the diary time slot where you wish to make the appointment. click and drag over a selected time period for the ...