The Appointments page for a person or company displays the appointments for the contact. This page displays the same information as the Appointments area of the Overview page. Users can navigate to this page from the Overview page for a contact.
The page includes a set of filters for changing the set of appointments to view. Users can filter the activities based a variety of criteria, such as the time frame, appointment type, and what the appointment is regarding. The filters work the same as those on the contact overview page; for details, see Appointments Section of the Overview Pages.
[A] The contact’s name is a link to the Overview page.
[B] The selected filter options control the set of appointments shown in the grid.
[C] The grid displays appointments rather than contacts.
[D] The Preview Pane displays information for the selected appointment.
[E] Displays the contacts included on the appointment. An appointment can have any number of contacts.
[F] The full text for the appointment (if any) displays here.
The following topics provide details about the information displayed on the Activities page:
- Information Displayed on the Appointment Page Grid
- What Can You Configure for the Appointments Page?
Information Displayed on the Appointment Page Grid
The following table describes the columns displayed on the Activities page.
| Page Area | Corresponding InterAction Fields |
|---|---|
| Paperclip Icon ( |
Displays if the appointment includes any attached documents. This column is only included if your organization has enabled the document references feature. |
| Date | Displays the date for the appointment. |
| Regarding |
Displays what the appointment is regarding. This can be any of the following:
For details, see Overview of Activities and Appointments. |
| Appointment Type | Displays the type of appointment. You can configure the set of appointment types available; see Creating and Editing Activity Types and Groups. |
| Summary | Displays the appointment summary. This is normally a “short description” of the appointment. |
| Originator |
Displays the name of the user who entered the appointment. If the user is a proxy working on behalf of someone else, the originator is the person the proxy is working on behalf of. |
| Preview Pane Area | |
| Left side of preview pane | Displays all the contacts included on the activity. For people, this includes both the person and their company. |
| Right side of preview pane | Displays the full description for the activity. |
What Can You Configure for the Appointments Page?
You can configure the following for this page:
- Whether or not the section is included. The appointments section is not displayed if calendar synchronization is not enabled.
- The appointment types available for filtering the list of appointments. You can determine which types can be used with appointments. You can also designate which types are available for use when filtering the list. For details, see Determining Where Activity Types are Displayed.
- The activity groups used in the Change View dialog box. See Creating and Editing Activity Types and Groups.