CRM Phase 1 - Flipbook - Page 14
Create a diary
entry within My
Tasks
To understand the different
type of entries select Help
from the tools menu followed
by Legend
Select My Tasks
within the CRM
desktop
The diary can be set to
display either a week view or
day view, refer to notes on
User Access control
Navigate to select the
appropriate day using
the arrow buttons and
calendar
At the diary
appointment
select time for the
entry
Enter the details of
the appointment
If the appointment
is confidential
select Yes or
Strictly
For block bookings
choose the amount of
succession dates for this
appointment
Click on Save, the
diary entry will now be
stored
Creating a Diary Entry
02.013.01.L1 9304E
Page 14 of 115
