Date invest

Description

With this command you can add appointments to the currently selected address or to a contact invest.

Application

  1. Click the icon Date
  2. in The Field designation give the appointment a meaningful name.
  3. The field applied to is automatically filled with the currently selected address.
  4. in The Field Responsible register yourself or one of your employees.
  5. Then assign another one Category .
  6. Select a date and place for the appointment and enter the people who are important for the appointment, differentiated according to internal and external.

Across the field resubmission you or someone else can make the appointment resubmission lay.

Further steps