How To: Copy an Appointment or Action

  1. Open a CRM Manager screen (show me how).
  2. Click on the [ Appointments & Actions (Diary) ] tab.
  3. Select the day of the appointment or action from the calendar.
  4. Click on the appointment or action you wish to copy.
  5. Click on the BtnMoveandCopy.jpg button.
  6. Click on the Copy radio button.
  7. Enter the new date (Optional).
  8. Enter the new time (Optional).
  9. Update the user (Optional).
  10. Click 'OK'.

Note: if a diary entry is for a group then the Copy and Move function will copy or move the whole group.

See Also

Did you find this article helpful?