How do I create an Appointment within a Request?
Select the Request in which you want to create an appointment. To create an appointment, click on the “+” present within the Timeline view.
On clicking “+” sign, a dropdown list will appear, under which select “Create an Appointment”.
On clicking “Create an Appointment”, it will open an Add Appointment popup.
You have to fill out the details of the appointment here. For scheduling appointments, you need to select the date/time and can add the Appointment description also.
You can assign the appointment to the existing fieldworkers by searching their name in Assign To Field.
You can attach the related document for appointment by clicking on Save & add attachment button.
After filling up all the details, click on the save button and it will show you the success alert on the right corner of the screen.
On clicking “+” sign, a dropdown list will appear, under which select “Create an Appointment”.
On clicking “Create an Appointment”, it will open an Add Appointment popup.
You have to fill out the details of the appointment here. For scheduling appointments, you need to select the date/time and can add the Appointment description also.
You can assign the appointment to the existing fieldworkers by searching their name in Assign To Field.
You can attach the related document for appointment by clicking on Save & add attachment button.
After filling up all the details, click on the save button and it will show you the success alert on the right corner of the screen.