Manage Task and Appointment from detail view

Manage your tasks and appointments better to  make sure you don’t miss an appointment/ task or over schedule. You can see all the Pending tasks and scheduled Appointments for a particular Account/Contact from their detail view. While adding a task or an appointment to the detail view, you will also be able to add Notes and send out emails to the Account/Contact right from the Add Task/Appointment box. This will help you to add all the notes immediately while it’s still fresh on your mind or send out an important email right away to the contact.

 Add a new Task from Detail View

1. Click  on the right hand column of your Accounts/Contacts detail view.

2. Fill in all the details.

  • Task name: Type in a Task Name for your appointment. for example : Follow-up
  • Due By: Set a due date or deadline for your task. Click on the Due date field to bring up the calendar. Select a date from the calendar,then select time from the drop-down list.

 

  • Status: For a new Task, by default status will be Pending. You can change the status to Completed or Cancelled when required.
  • Reminder: You can set reminders for your appointments through Email or Popup. Select minutes, Hours, days or Week from the drop-down or type in the number of Minutes, hours, days or week you want the reminder to show up. You can also set two email or two pop-up reminders on different time. Or Click on add a reminder to add up to three reminders for your appointment.
  • Company: The company name will be added by default, if it doesn’t show up click on the search icon to search and link the Company.
  • Full Name: Once you select the Company, the full name will be added automatically.
  • Send Email: Click on the Envelope icon to send out an email to your contact.
  • Description: Type in a short description or a few details of the Task.
  • Repeat: Check repeat if it is a repetitive Task.

  • Start date: select a start date when you want to start the repeat.
  • End date: Select the end date from the calendar.
  • Repeat type: Select how frequently you want to repeat, daily, weekly, monthly or yearly.
  • Repeat every: Select the number of days, weeks, month or years you want to repeat this appointment.
  • Then click on Save.
  • Owner: Owner is the person who created the task or to whom it has been assigned.
  • Add a Note: Click on the drop down to select note type. Then type in the note.

Note: If you need to change the status or the date of your task, you can add a note to your task and it will be saved under accounts/contacts notes.

  • Then click on Save to add task.

 Add a new Appointment from Detail View

1. Click  on the right hand column of your Accounts/Contacts detail view.

2. Fill in all the details.

  • Subject: Type in a subject for your appointment. for example, Meeting or Follow-up
  • Start date: Click on the Start date field to bring up the calendar. Select a date from the calendar then select time from the drop-down list.

 

  • End date: Select The End date and time.
  • Status: For a new Appointment, by default status will be Scheduled. You can change the status to Completed or Cancelled when required.
  • Assign To: By default the appointment will be assigned to you. You can assign it to someone else by selecting a user from the drop down list.
  • Reminder: You can set reminders for your appointments through Email or Popup. Select minutes, Hours, days or Week from the drop down the type in the number of Minutes, hours, days or week you want the reminder to show up. You can also set two email or two popup reminders on different time. Or Click on add a reminder to add up to three reminders for your appointment
  • Company: The company name will be added by default, if it doesn’t show up click on the search icon to search and link the Company.
  • Full Name: Once you select the Company, the full name will be added automatically.
  • Send Email: Click on the Envelope icon to send out an email to your contact.
  • Text: Type in a short text or a few details of the appointment.
  • Repeat: Check repeat if it is a repetitive appointment For Example, Company meeting every week on Monday.

      • Start date: select a start date when you when to start the repeat.
      • End date: Select the end date from the calendar.
      • Repeat type: Select how frequently you want to repeat, daily, weekly, monthly or yearly.
      • Repeat every: Select the number of days, weeks, month or years you want to repeat this appointment.
      • Then click on Save
  • Outlook Sync: Select Yes if you want to sync your appointment with outlook, select Done if your calendar is already synced or click on No if you don’t want to Sync with Outlook.
  • Google Sync: Similar to Outlook select Yes if you want to sync your appointment with Google, select Done if your calendar is already synced or click on No if you don’t want to Sync with Google.
  • Invite Guest: Type in the name of the contact you want to add, then select them from the drop down list.
  • Add a Note: Click on the drop down to select note type. Then type in the note. Note: If you need to change the status or the date of your task, you can add a note to your task and it will be saved under accounts/contacts notes.
  • Then click on Save to add appointment.