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Link an account or event to the appointment

If an appointment is created from within another record, the two are automatically linked. Some records can, however, also be linked up at a later stage.

  1. Click on Link to record in the toolbar, then search for and select an Event.
  2. You can also link the appointment to a Project.
  3. On the General tab of the appointment, you can enter an  Account which will serve as address for this appointment
  4. In the General  Info Centre calendar, right-clicking the  Appointment will give you options to open both the linked  Event as well as the linked  Account directly.