Scheduling panel

Use this panel to specify appointment times, appointment attendees, schedule your appointment, configure recurrence, and set up reminders.

Field

Description

Date/Time

Specify the start date and time of the appointment.

End Time

Specify the end and time of the appointment.

All day event

Select this option to make the appointment an all-day event.

When selected, this option overrides the start and end times in the Date/Time and End Time options.

User

Specify appointment attendees.

In this option, you can specify only Sage CRM users. To add or remove attendees who are not Sage CRM users, go to the External Attendees tab. For more information, see Adding external attendees to an appointment and Removing external attendees from an appointment.

To add users, click  in Search For. Select the users in the list and click Add.

To remove users, select the users in the list and click Remove.

To select multiple users, hold down Ctrl and click the users in the list.

The appointment appears in the calendar of each user added to the Users option.

Reminder

Configure an onscreen reminder for the appointment. Select when the reminder displays before the appointment. To disable the reminder, select Don't remind me.

When an onscreen reminder is enabled, you can also select Send Reminder Message to receive the reminder messages configured in your User preferences.

Team

Select the team you want to participate in the appointment.

Recurrence

Click this option to configure or delete recurrence for the appointment. For more information, see Communication Recurrence window.

When recurrence is set up for the appointment, the recurrence details are displayed under the Recurrence option.

The default maximum number of occurrences is 200. If you exceed the maximum number of occurrences, an error message is displayed and you can't save the appointment.