Linking Calendar Appointments to Actions

Linking Calendar Appointments to Actions

Note:
To use Calendar features, your Calendar must first be Added to AdvisorEngine CRM.

Linking calendar appointments to Actions allows for quick reference between an Action and its related appointment. The following steps show how to add an Action as a linked item starting from the Appointment. You can also perform this in reverse, and Create an Appointment from an Action if needed.

  1. When creating or editing an appointment in AE CRM, from the Appointment Details view, click Link to Action.
  2. In the Link to Action window, choose to Link to an Existing Action or Link to a new Action.

Link to an Existing Action

  1. Use the search box to find the Action to establish the link with. You can search for the existing Action by any of the following criteria:
    • Action ID
    • Record Name
    • Action Type
    • Action Subject
    • Action Note
    • Due Date
    • Assigned To
  2. Select the Action to link and click Save & Close. Jump down to Result below.

Link to a New Action

  1. Use the search box to find the Person or Entity Record the Action will belong to. Select the appropriate Record in the results list.
  2. Select a Workflow Template from the Select Action drop-down.
  3. Click Save & Close button. Continue on to Result below.

Result

You’ll be returned to the Appointment detail view. The Notes of the Action will be copied into the Description of the appointment.

At this point you can click the Action ID link from the Appointment Details to open the linked Action and make any necessary changes/entries in the Action.

When you open the Action Detail of the linked Action, you will see that the Calendar link is denoted in the Linked Items line. The Calendar Appointment can be opened directly from the Action as well.

Caution! The details that fill in to the calendar appointment are a one-time copy. Changes made to the Action or appointment going forward will not update the other automatically.

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