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Appointment

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Appointments are activities with a defined start and end time, such as meetings. No matter where you are in SuperOffice CRM, you can create a new appointment by clicking the New button in the Top bar and selecting icon.

Default duration

The default duration for an appointment is 1 hour, but you can change the duration as required.

  1. Select Preferences on the Personal settings menu.
  2. Select Default values.
  3. Enter the required value under Duration for new appointment.

Where can appointments be displayed?

  • The Activities section tab in the Company screen
  • The Activities section tab in the Contact screen
  • The Activities section tab in the Sale screen
  • The Activities section tab in the Project screen
  • The Activities section tab in the Diary screen
  • On the Day/Week/Month/View tabs in the Diary screen
  • In these side panel views: Day, Month, Next day and Week

What do you want to do?

  • Create appointments
  • Work with follow-ups
  • Learn about activities
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