There are times when you might want to copy an appointment - perhaps a job is going to take more than one meeting, or perhaps it is a 2 man job. In these cases you can copy an existing meeting for yourself, or copy to another person.
Copy an Appointment for yourself
| 1. | Make the appointment in the normal way - preferably from the client file via the Physical address. |
| 2. | Click Save ad Close, set the end time of the meeting and click off in the yellow to set the appointment. |
| 3. | Now click on the appointment and double click to open. |
| 4. | Select Copy, and if the meeting is for you as well, click Save and Close. |
| 5. | Right click in the Calendar to refresh. |
| 6. | Now drag one of the meetings to the chosen time slot for the second meeting. |
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Copy an Appointment to somebody else
| 1. | Make the appointment in the normal way - preferably from the client's Physical address. |
| 2. | Click Save and Close, set the end time of the meeting and click off in the yellow to set the appointment. |
| 3. | Now click on the appointment and double click to open. |
| 5. | Chose the other person from the Consultant / User drop down. |
| 7. | Repeat the process if you want to make for more than one other person |
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See Also: See Other User's Calendar
