Adding Appointments

To add a new appointment in the calendar:

  1. Double-click on a free time slot in the calendar or click on a free time slot and click on New Calendar Entry.
    Note: You can also add appointments from outside the calendar using the menus, >> Adding Activities, Adding Tasks and Adding Absences.
  2. Select whether to add a new activity, absence or task, or to add a new activity for yourself, your company or the last company/person you viewed, >> Appointment Types.

  3. When adding an activity, select the company or person the activity should be added for.
  4. Enter the details and save.

You can also add an activity for yourself as follows:

  1. Switch to the day, work week or week view in the calendar.
  2. Click on a free time slot in the calendar.

    A quarter hour period is highlighted in gray.

  3. Start typing to enter a subject for the activity and confirm your entry with Enter.

The appointment is added, and you are automatically entered as the rep.