Appointments

The Appointments set keeps all of the appointments for each Associate.  Appointments are viewed in the Organizer and the Where Used forms.

Label Type Meaning
For: Associate The associates to whom the entry applies.
On: Date The date on which the entry is scheduled on
At: Time The time at which the entry is scheduled on
Status: Choice The status of the entry:
Active The entry is being worked on
On Hold The entry is on hold pending other activity
Completed The entry has been completed.  If the LogCompletion entry is set true in the Settings:System form, Options section, the completion will be noted in the History
With: Text The name of the person with whom the  meeting is to take place
Of: Text The company that the person represents
Location: Text The location where the meeting is to take place
Phone: Phone Number A Phone Number that is related to the entry
Type: Text The office-defined type of meeting.  This can be a combo box of pre-defined types (See Settings:System Colors)
Duration: Integer The length of time (in minutes) that the meeting is scheduled for
Warn: Integer The length of time (in minutes) before the meeting time at which a warning should be sent to the participants
Note: Text Block The message and/or instructions of the entry
Job: Link / Work Product The work product entry that this entry belongs to.  Note that the label will vary according to the system
From: Associate The Associate that created the entry
Schedule Button Displays the Week @ A Glance for the associate to aid in the scheduling of the meeting