How-To:Appointment

From ContactsLaw Documentation
Revision as of 15:25, 24 May 2024 by Katrina Hechanova (talk | contribs) (Created page with " == How to set and schedule an Appointment == # Open the app and go to the “Collaborate” section and click the “Appointment”. # Add a description, describe the work to be performed. # Add Start date/time and Due date/time # Tick the box if its an “All day event” # Add a Matter # Add a Member/Contact # Save & Close")
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How to set and schedule an Appointment

  1. Open the app and go to the “Collaborate” section and click the “Appointment”.
  2. Add a description, describe the work to be performed.
  3. Add Start date/time and Due date/time
  4. Tick the box if its an “All day event”
  5. Add a Matter
  6. Add a Member/Contact
  7. Save & Close
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