Create a New AppointmentAppointments can be created from the New Menu or from the Plus Menu against Account, Contact, Activity, Opportunity and Project records:
Or users can create appointments from the Calendar View by selecting the time slot and clicking on the Plus button
Start & End DatesThe start and end date can be edited as normal date fields in Gold-Vision. Both dates must be supplied when creating an appointment.
Default Start and End DatesWhen creating a new appointment the start date will default to the nearest next half-hour. The end date is defaulted to be exactly one hour after the start date.
Start and End ValidationIf an end date is selected that is before the start date then it will automatically revert to one hour after the start date. If the end date is cleared completely then it will default to be one hour after the start date on save.
Owner and OrganiserIt is possible to set both an owner and organiser for your appointment which will give control of the appointment to both users. Both the Owner and Organiser will be displayed as attendees, unless they are the same user in which case only one attendee record will be displayed for the user.
- An organiser owns the appointment totally. The organisers calendar is ultimately where the appointment ends up.
- An owner has all the same rights as an organiser but cannot assign the appointment to somebody else.