==== How to make a Diary Appointment ==== \\ **Refers to:**\\ Desktop form -> Diary tab\\ Make diary appointment (top menu)\\ \\ **Quick method** * Highlight the diary line at the right time and then **double click** * Begin entering the description of the appointment. * Select the consultant who the appointment is to be for from the drop down box. The default is the User logged on. **Detailed method** * **Right click** on the date and time wanted and click **Make Appointment** (or Make Appointment: A Name) * The form is brought up with the Date and Time (and Person's details if quick method used) entered. * Select the consultant who the appointment is to be for from the drop down box. The default is the User logged on * Tick the **Popup notification** box, if wanted and enter how many minutes before the time the reminder should appear. * If the appointment is a reminder accept the default radio button * If the appointment is for a time click the radio button for the type of time period and enter the duration. * Enter a brief description of the appointment. * An appointment can be linked to a company, a person, or both. Click the **company** or **person** button to bring up the selection forms. If the shortcut has been used the Person's details were selected with the right click on date and time. * Notes can be kept about an appointment. \\ **If you have another form open**:\\ If the appointment is to be with the currently selected person in a grid or form, click the **Make Diary Appointment** button on the main toolbar, the desk top will be brought up and the links will be included in the appointment dialogue. \\ \\ Back to [[http://www.iqxusers.co.uk/iqxhelp/doku.php?id=1_online_user_guide|Online Users Guide]] \\ Back to [[UG5-00]]