Creating Appointments

Using ConvallisCRM you have the ability to keep a record of your appointments and if required associate them with a contact in your database. This short guide will show you how.

1. Select the Calendar tab.
2. Click New Appointment or select a date on the calendar.
3. Type in a Subject and a Location.
4. Select a Start Time and an End Time.
5. To have a reminder, tick the Reminder box and select a Time.
6. Select which User Calendar to add the appointment to.
7. Click Add... at the bottom to add attendees.- This is optional.
8. Write a Description, if required.
9. Click Save.
10. Click Close.

To edit an existing appointment, double-click it in the calendar.