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The Appointment Details tab retains the primary details for the appointment, all fields in this tab are mandatory. Once you have filled in the Appointment details, click on Save Appointment to submit it.
==View Existing Appointments==
There are two ways to review Appointments after they have been added to the system:
* Viewing via the Appointments Tab.
* Viewing via the Appointments menu.
====Via the Appointments Tab====
You can view the Appointments specifically associated with a Customer or Prospect by opening the Customer or Prospect record, navigating to the Appointments tab, and clicking on the View All Appointments button. This will redirect you to a list of all Appointments made under this contact.
[[File:WasteManagement-Appointments3.jpg|800px]]
====Via the Appointments Menu====
You can view a variety of sorted Appointment lists under the Appointments option on the Menu sidebar. To open them, click on the Appointments option from anywhere in the system and then select the list you want to view. The options are:
* My Appointments this Week - A Schedule of all appointments set to occur during the current business week.
* My Missed/To Update Appointments - A list of appointments that have passed their scheduled date/time but have yet to have their status updated to reflect the outcome of the meeting.
* All My Appointment - A list of all Appointments assigned to the current logged in user.
* All Appointments - A complete list of all Appointments in the database.
[[File:WasteManagement-Appointments4.jpg|800px]]
==Searching and Sorting Appointments==
Regardless of which list you use, the columns and functionality will be the same. As with other similar lists in the system, these can be sorted by clicking on the header of the column you want to sort by or filtered by typing a search Term into the Search field in the top right hand corner of the menu.
[[File:WasteManagement-Appointments5.jpg|800px]]