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How to Add an Appointment on Case Card

  • Updated

To add a new Appointment on the Case Card, head over to the Activities-view, and click the Add Appointment... button.

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The following dialog will appear.

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Fill in the information as follows:

1. Description

This field is mandatory.

Here is where you can enter the description for the new Appointment.

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2. Start Date 

Here is where you can specify a start date and time for the new Appointment.

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3. End at

Here is where you can specify a due date and time for the new Appointment.

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4. All day event

Select this option if the new Appointment is an all day event.

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5. Time reported on this Activity is Billable by default

Deselect this option if the new Appointment is not billable by default.

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6. Participants

Here is where you can add any LEX Users as Participants in the Appointment.

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7. Location

Here is where you can specify the location of the Appointment.

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After filling in the information, click the Create Activity button and you are done.

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Note:

1. Ensure that you are either a Case Manager, a Client Manager, a User with 'Assistant'-role, or a User with 'Administrator'-rights set up to be able to make changes.