Change an Appointment

If your system has appointment security enabled, you must be the organizer of the appointment (you created it) in order to change any information on the appointment. If your system has appointment security disabled, you can change the details of an appointment if you or any of your subordinates were invited to it.

To make changes:

1)  If you are in the Schedule Tool, find the appointment listing in one of the calendar views.

·      From the weekly or monthly calendar, double click on the appointment to open the daily calendar for that day.

·      Double-click on the appointment listing in the daily calendar to open the Appointment form.

2)  If you are in the record that the appointment is for:

·      Look for it in the Pending User Activity section of the Contact tab or
Click on the Hist tab, and then the ALL subtab (if it is not the active one).

·      Find the appointment in the list and click on . The Appointment form opens.
(Note: The Hist tab – Appointments subtab may show different icons based on the log type, but you can open the appointment from that section also by clicking on the icon.)

3)  Change one or more fields, as needed. See table for field descriptions.

4)  Click on the Save button.

The calendars of all attendees will be updated and emails will be sent out.