If you need to start a meeting ‘on the fly’, you can start an unscheduled appointment from the Quick Links menu. Navigate to Quick Links > Start Appointment . The Add Appointment screen will open. You only have to fill in a subject to save and start the appointment, but you can also fill out the following:
Subject *Required | The subject defaults to Unscheduled Appointment. You can delete that and type in your subject or just leave it as the subject. |
Type | You can choose an Aero type from the dropdown list. |
Company | You can assign a company to the appointment. |
Contact | You can assign a contact to the appointment. |
Category | The category defaults to Task, but you can change it to task if desired. |
Project | The project this Aero is associated with (choose from the drop down menu or start typing a project name, company name, or project type to find). |
Hat | You can choose a job ‘hat’ you’re wearing for this particular appointment. |
Billable | Check the box if the time recorded for this appointment is billable, leave it unchecked if it’s not billable |
Close | Click the Close button to return to previous screen without saving. |
Save and Start | Click the Save and Start button to save the information you’ve entered and start the appointment. The Attend Appointment screen will open and the timer will start recording time. |
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