Regarding panel
Use this panel to link your appointment to entity records.
When an appointment is linked to an entity record, it is displayed on the Communications tab of the record, forming part of the customer history.
|
Field |
Description |
|---|---|
|
Company |
Specify the Company record to which you want to link the appointment. |
|
Person |
Specify the Person record to which you want to link the appointment. |
|
Regarding |
Specify the Opportunity, Case, Order, or Quote record to which you want to link the appointment. |
|
New Company |
Click to create a new Company record and link the appointment to that record. |
|
New Person |
Click to create a new Person record and link the appointment to that record. |
