Appointment Activities

You can use an Appointment Activity to schedule users for appointment-type Activities (see Figure 7.26).

Image

FIGURE 7.26 Appointment Activity.

Both the Required and Optional fields allow multiple records consisting of Accounts, Business Units, Contacts, Facility/Equipment, Lead, Team, or Users.

Tip

To rapidly enter information in the Required or Optional fields, enter the names separated with a semicolon. The system attempts to resolve the entered information automatically. Where it is unable to do so, it displays a warning enabling you to either select from the quick-find (with multiple matches) or create a new entry.

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