September 2011
Intermediate to advanced
1008 pages
24h 27m
English
You can use an Appointment activity to schedule users for appointment-type activities (see Figure 7.14).
Figure 7.14 Appointment activity.

Both the Required and Optional fields allow multiple records consisting of Accounts, Business Units, Contacts, Facility/Equipment, Lead, Team, or Users.
Tip
To rapidly enter information in the Required or Optional fields, enter the names separated with a semicolon. The system attempts to resolve the entered information automatically; where it is unable to do so, it displays a warning enabling you to either select from the quick-find (with multiple matches) or create a new entry (see Figure 7.15 ...