Create a calendar appointment from the properties of a person

You add an appointment from the properties of an employee, applicant, person, contact person, debtor/sales contact and creditor/purchase contact.

If you have opened the properties window of the person and you want to create an appointment, you can do this straightaway without having to go to Profit Calendar first.

Profit creates an appointment for the user logged on and the person (or employee, applicant, debtor of creditor) selected. The user who is logged on has to be known as a person in Profit.

For debtors and creditors this is only possible if no more than one contact person is linked to the debtor or the creditor.

To create an appointment:

  1. Go to the function, for example CRM / Organisation/person / Organisation/person.
  2. Open the properties of the person (or employee, applicant, debtor or creditor).
  3. Go to: Actions (F8) / New appointment.

    Profit opens the Appointment window with the user logged on and the selected person as invitees.

  4. Complete the remaining fields.
  5. Click on: Finish. 

Directly to

  1. Create an appointment
  2. Create a once-only appointment with a few invitees
  3. Create a once-only appointment with a group of invitees
  4. Create a recurring appointment
  5. Create an appointment in another user's calendar
  6. Create an appointment from the properties of an employee or person