In the Appointments window, you can track appointments made with clients.
1 | Open 3-6 Receivable Clients. |
2 | On the Options menu, click Appointments. The Appointments window opens. |
3 | In the Date text box, enter the date when the appointment is to occur. |
4 | In the Start text box, enter the time when the appointment begins. |
5 | In the End text box, enter the time when the appointment ends. |
6 | In the Appt. Type text box, enter the type number for the kind of appointment. |
7 | In the Employee text box, enter the employee number of the person who has the appointment. |
8 | In the Notes text box, you can enter a note about the appointment. |
9 | Repeat steps 3–8 for each appointment. |
10 | On the File menu, click Save. |
Tip: You can also access the Calendar by pressing F2, and then you can enter appointments by clicking Appointment on the Edit menu to open the Calendar Appointments window.
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For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.
For additional training on Sage products, visit Sage University.