As an appointment is being created, its Beginning and End, Locality, Priority and Responsibility are set. The appointment Type decides whether more participants, resources and attachments need to be planned for. In the Attendee list, you can decide on the participants’ roles in the appointment (Necessary attendee, Initiator, Optional attendee, etc.). For every attendee, the status can be set individually. Appointments and visit reports can be distributed to selected internal participants.
The relation to cases and persons is automatically added when an activity is created from the corresponding form, or it can additionally be specified via the selection dialog.
To get an overview of all open appointments of a contact or case, combine the Type of the activity with the Status in the corresponding Activities tab. An appointment that has not been carried out until its due date is displayed as Escalated to the Responsible person and the internal Attendees. The responsible person receives an internal escalation message.
Appointments can be synchronized in both directions with the Groupware. If an appointment is synchronized from the CRM to the Groupware, the internal attendees are informed via email by the Groupware.