How-To:Appointment

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