Adding, Editing and Deleting Appointments

To add an appointment in the resource view:

1. Click on an area in the view and click on (New). You can also double-click to add an appointment.
2. Select the type of appointment by clicking on the link.
3. Depending on the type of appointment, you can now add a record:
   • When adding an activity, the company search is opened. Search for the company and person you wish to add the appointment for, see Searching. Select the company or person and add the activity record in the Activity info area, see Adding Appointments. Add the desired participants and edit the time of the appointment, if necessary.
   • When adding tasks, absences and To-Do records, the corresponding info area is opened. Add the record in the info area, see Adding Appointments and Adding To-Dos.

The appointment is displayed in the resource view.

To edit or delete an appointment:

1. Double-click on the appointment to switch to it.
2. Make your changes or delete the record.