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            Adding an Item to the Junxure Calendar

            Once the Calendar is enabled, the user can add or delete appointments as necessary. To add Appointments to the Junxure Calendar, follow these steps:

            1. Double-click on the appropriate date to add the calendar item.
            2. The Search for a Client window appears. Use the Search field in the top left to search for your contact. The drop-down allows you to search contacts by Last Name, First Name, or Company.

            3. Once you identify your contact, double-click on the row to schedule the appointment.

            4. The Schedule an Appointment window opens. Choose the subject and location as necessary (locations are created through List Data Maintenance) and add a description for your appointment. In the right column, you may add additional employees who should receive this appointment invite. To adjust the date and time, click in the Start Time and End Time fields to view a drop-down calendar.

            5. Click Save and Close in the upper right to send your invitation.

            Note:
            Adding appointments directly to the Junxure Calendar does not automatically add an Action to the Contact. See Adding Appointments through Actions for more information.
            Updated: 29 Aug 2018 02:22 AM
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