Appointment Form



Appointment Tab


Administrator’s documentation (click here)

CRM Extensions Appointment form Features and Benefits

·          Familiar native Outlook Appointment functionality for setting up your meetings

·          This “Appointment” tab functions just as the native Outlook “Appointment” tab.

·          Reduces the learning curve for those familiar with Outlook.

·          CRM automatically links Appointments to the Contact.

·          Appointments are stored centrally so that visibility is maintained for the entire team.

·          May be synchronized to your personal Calendar folder for use on PDA devices.

·          When working with Appointments, the “CRM Functions” tab provides almost every “CRM” type function you may need just one click away (on the second tab).


CRM Functions Tab

Administrator’s documentation (click here)

CRM Extensions Appointment Form - “CRM Functions” Tab

Features & Benefits Overview

·          The “CRM Functions” tabs are designed to provide – right on the form – all of the critical CRM type functionality that is relevant when working with an CRM form.

·          Conveniently located on each of the Extensions forms to save time and eliminate clicking around to find the functions you need.  Most features and functions are only one or 2 clicks away.

·          The layout and features of each of the “CRM Functions” tabs on each of the different Extensions forms are identical to reduce “learning curve”, simplify “CRM” type tasks and speed up the usage of the CRM system (convenience and speed!).

·          Each of the fields and functions operate the same, but on the Appointment form they are for the Appointment and the linked Contact (on a Journal they would be for the Journal and its linked Contact, etc.).

·          “CRM Functions” options are set on the CRM Options “Extensions Forms” tab.

“CRM Functions” Features Defined

Left Side of Form Above

Right Side of Form Above

·          General Contact Information (compatible with Outlook)

·          May link this Appointment to a different CRM Contact (pick button).

·          Launch the Outlook Phone Dialer for the linked contact (phone button).

·          Display linked CRM Contact and Company (by clicking on the labels).

·          Update linked Contact information in this Appointment (“Update Info” button).

·          View “CRM Info” fields for each contact

·          Field labels are user configurable

·          Appointment Type” supports both single and multi-select

·          Custom Fields” provide nine additional user configurable fields

·          Notes” supports user configurable notes

·          Tab names are user configurable

·          Settings for this block of tabs may be set to be the same as your Extensions Contact form, or they may be unique in to the Appointment.

·          “Created By / Date” and “Modified By / Date” values are tracked.

·          Extensions forms are user customizable:

  • Add fields
  • Add tabs
  • Add functions (database links, etc.)

·          View any of the linked Contact phone numbers.

·          Buttons to launch standard CRM “Actions” for linked Contact

·          Custom Actions” provide a user configurable list of additional CRM productivity functions (Task for “Next Action”, Copy item, Dial phone, etc.)

·          External Functions” is a user configurable list of custom links to your environment outside of CRM (launch webpage with URL containing data from form, open any file/folder for sales collateral info, etc.)

·          View / Open all Opportunities (and Projects) that are linked to this Appointment.

·          Link additional Opportunities (and Projects) to this Appointment (pick button).

·          Select from a list of standardized Subjects for this Appointment.  Variables are supported for dynamic field substitution in the Subject text.

·          Insert Text” with templates to standardize notes.  These templates are inserted into the “Notes” field on the first tab. Variables are supported for dynamic field substitution in the template.

·          Specify the “Next Action” and “Next Action Date” for this Appointment.  Option may be set to automatically update “Next Action” in the linked Contact.


Scheduling Tab


Outlook Scheduling tab features and benefits

·          This is the native Outlook “Scheduling” tab.

·          Features and functionality are the same as with all other Outlook Appointment forms.

·          Provides visibility of “free busy” information for all attendees to quickly (graphically) see the times that all attendees have available for the proposed meeting.  This “free busy” time visibility is automatically managed by the Exchange server.