Post processing and distributing an appointment

If the appointment took place, you should check the attendee list and correct the status if necessary. If needed, create a visit report (Note) in the CRM directly in the appointment.

In order to distribute the appointment or the report to internal staff members later, drag internal attendees to the Distribution list. The contacts in the distribution list can mark the appointment as Read and add an individual Comment to it.

The Finished function in the visit report assistant creates a message for all registered contacts in the list. This way, the internal attendees are informed about the appointment.

Note: An appointment that has already been distributed to internal persons cannot be distributed to these persons again. You can only distribute the appointment to persons you assigned subsequently to the list and whose Dispatched at field is still empty. Alternatively, you can inform about the appointment with a message.

For internal contacts in the distribution list who are not appointment participants (e.g. a superior), the system automatically submits an access query when distributing if there is no read access to the appointment. The recipients also receive write access to their distribution list record.

Note: Distributor access of course affects only appointments that are access-protected, not appointments with WORLD access.

Using the Check function prior to distributing the visit report, you can determine whether all important details about the appointment are present, and whether the visit report exists.