The Customer Edit window has an Appointments tab where you can work with appointments from the customer record in addition to the Appointments area.
To work with appointments from the Customer Edit window:
- Perform a customer find and locate the record with which you wish to work.
- Go to the Appointments tab. A list view will show existing appointments for the customer.
- Select an appointment and click Edit or double-click it. The appointment will open as described in the section entitled Finding and Editing an Appointment.
- Add an appointment by selecting Add. The Add Appointment window will open as described in the section entitled Adding an Appointment. Add the appointment as required.
- Select OK/Save & Close.