3. Select the required customer. You can use the quick access lookup or
advanced search to find an account if you do not know the exact account
code.
4. Click on the Make an Appointment icon in the toolbar or in the bottom
right of the screen next to Next Appointment.
5. If
an appointment already exists the details will be shown. At this point you
may click the New button to create a further appointment for this customer or
alternatively edit the existing appointment. Use the drop down menus to select the appointment start date/time and
end date/time.
6. Select the operator the appointment is being made for using the drop down
menu.
7. Type in the contact name and subject of this meeting.
8. Click the Save button. The appointment details will show against the Next
Appointment field at the bottom right of the Contact Details screen after
you Save the customer contact details record.
Click here
to view the Make an Appointment screen.
in the toolbar or in the bottom
right of the screen next to Next Appointment.