Report
User Guide Problems and Errors
| New Action (Creating a
New Appointment)
|
The |New Action| button can be used to create
a new task, appointment, or all day event for specific contacts
within the current search result or the entire search
result.
Creating a New
Appointment
To create a new appointment, do the
following:
- Search for a
contact or list of contacts within the Accelerator
application.
- From the Personal
Dashboard Button Bar select the |New Action| button. You may
select to associate this appointment with a contact or group of
contacts although the new appointment does not have to be
associated with a specific contact. In this example we will
associate a new appointment with the selected contact. Check
the |Selected Contact Only| option and click the |Appointments|
button.
- Enter the New
Appointment information into the dialogue box (shown below) and
click the |Save| button to save your settings.
The |Is Private| option is used to override Accelerator users who
have been given rights to view all Actions data. By default,
your Actions data is accessible only by you and people you have
selected to be proxy to you.
- To view
your Appointment, click the |Actions Tab| located in the
Personal Dashboard,
here you can view or edit the actions for your contact. You can
also view the actions of your proxies (people you share contact
data with) by clicking on any user that appears under |Other User
Action Items| section. You may also view the newly created action
by opening the Accelerator calendar and navigating to the
appropriate day and time.