When I schedule an appointment without a ticket. (Sales call for example) Only the description of the contact shows up, not the Company and contact. Any way to get this information to show? It's not a helpful caledar without this information.
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racassel
- 201
Appointment Details
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Support Team
- 7534
Re: Appointment Details
When viewing the Appointment details window, right to the Account field you will find an arrow button. Click it to add more Account related information into the Appointment Description.
Thanks,
Dina
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racassel
- 201
Re: Appointment Details
That's more like it. Exactly what one would expect to see at a glance, on an appointment..
Any plans for an option to o automatically populate every appointment with this informaiton? When the guys look at the calender, they are asking "Where am I going today", What am I doing there is the second question.
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Support Team
- 7534
Re: Appointment Details
Yes! Tools > Options > Calendar tab, select the 'Attach Account details to description' check-box option. It'll be added as soon as the Account is selected.
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