Appointment
Represents a scheduled meeting, visit or service appointment.
The Appointment business object represents a scheduled meeting, visit, or service appointment. It provides a central place to track the customer, location, schedule, assignment, priority, status, and notes for each appointment.
Description
Use the Appointment object to schedule and manage customer-related meetings, visits, and service appointments. It can connect an appointment to a customer, use customer details for the location and phone number, assign responsibility, and track start and end times, priority, and status.
Included Fields
Appointment
- Appointment ID
- Appointment Name
- Status
- Priority
Customer
- Customer Reference
- Customer Name
- Phone Number
- Location
Schedule
- Start Date and Time
- End Date and Time
Assignment
- Assigned To
Other
- Notes
Common Uses
- Customer Appointments: Schedule meetings and visits associated with customers.
- Service Scheduling: Track scheduled service appointments and assigned users.
- Appointment Management: Monitor appointment status, priority, start time, and end time.
- Customer Coordination: Keep customer name, phone number, and location available with the appointment.
Related Business Objects
Operations
Documents
Included Features
- Automatic Appointment ID generation
- Appointment status tracking
- Priority tracking
- Customer reference
- Customer name lookup from the referenced Customer
- Customer phone number lookup
- Customer shipping address lookup for location
- Start and end date and time tracking
- User assignment
- Rich text notes