Different options for managing Scheduling and Appointments
Access the following using from the Main Menu.
-
Assignee Scheduling - add an individual time block for
an assignee and/or create a recurring Weekly Schedule.
-
Calendar Defaults - settings to manage the default
behavior of the Calendar.
-
Reasons - setup reason why an Appointment has a certain
Status.
-
Routes - setup geographically related areas to specify
on Appointments. This is to minimize travel providing customer service.
-
Statuses - specify Statuses available for
Appointments.
-
Types - specify different types of Appointments
