View Details of an Appointment

You can view the details of an appointment if you or any of your subordinates organized it or were invited to it. The details include the location, other invitees, and additional information the organizer may have included (in the Details field).

To view an appointment:

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)  Click on the Cancel button to exit from the form.