Scheduling:
Scheduling
from an Entity
You can quickly schedule an appointment
to any entity. This is a very useful feature, but
rarely used in other applications like MS Outlook, etc.,
because you have to go through cumbersome steps and waits.
In cBizOne, using Quick Search, this is easy to use.
- Select the folder using Folder
List.
- Select the desired item from the List
View. For example, John Doe in Contacts.
You can quickly search for a Contact using Search
Bar.
- Right click on the item, point to Schedule,
and then click Call or Meeting or Interview
on the shortcut
menu to show the appointment
window.
- Select the appointment date and time and click OK
button.
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Schedule a
call/meeting/interview/other/event (Activity Type)
You can schedule an activity for all the
entities Contacts/Consultants/Requirements/Companies
just by right clicking on any entity record.
- Select the Sub-Type from the lookup list
and set the Priority from the lookup.
- Same appointment can be scheduled for multiple entities
mainly used for reporting purposes. For Example, a
Consultant is scheduled for an interview against the
Requirement belonging to a Contact.
- Set the Date, Time and Duration to
schedule the Activity.
- To activate the pop up reminder check Reminder
.
- Type descriptive Subject for the activity
or select from the lookup.
- Type Notes to add details about the activity.
- Check Private if you want to make
private to you, so no other users can see it.
- Select Ok to schedule Activity.
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Schedule a
Task
You can schedule a Task for all the entities
Contacts/Consultants/Requirements/Companies just
by right clicking on any entity record.
- Select the Sub-Type from the lookup list
and set the Priority from the lookup.
- Set the Start Date and Due Date to
schedule the Task.
- To activate the pop up reminder check Reminder
.
- Type descriptive Subject for the Task or
select from the lookup.
- Type Notes to add details about the Task.
- Check Private if you want to make
private to you, so no other users can see it.
- Select Ok to schedule Task.
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Scheduling
From Calendar
Right Click in the time slot at which you
want to schedule the activity, select Schedule and
then select the type such as Call or Meeting
.
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