Creating an appointment

You can use the following methods to create a new appointment:

  • Quick method. Allows you to create an appointment by specifying the appointment subject, start date and time, and end date and time. You can use this method in the following calendar views only: Day, Week, Work Week. The Meeting Planner is not available with this method. Also, when creating an appointment, you cannot link it to any entity records.
  • Normal method. Allows you to create an appointment by configuring all possible appointment settings. With this method, you can also use the Meeting Planner to check the availability of the appointment attendees who are Sage CRM users. You can use the normal method almost anywhere in Sage CRM.

For more information about the Meeting Planner, see Meeting Planner panel.