Associate

Offers the Associate drop-down menu; use it to assign the task or appointment to an associate.

Customer

Offers the customer find filter to indicate the customer.  This is required to proceed with further contact information. 

Contact Method

Offers the method of contact options for the selected customer:

•      Phone

•      Email

•      In Person.

For each contact type, there may be more than one contact method.  Select the correct phone number email address, or store location.

Appointment Type

Allows you to categorize appointments by type:

•      Registry

•      Service

•      Wish List

•      Sales Opportunity.

Details

Allows you to record details about the task.  It should be a succinct description of the task as it will appear in the list view.

Priority

Indicates the priority of the contact on a scale of High, Medium, or Low.

Dates

You have the option to enter a specific, single time to fulfill the appointment, enter a date range, or enter a time range on a particular date.  The options for entering those details change according which radio button you select:

•      Single Time:  Select a date from the date picker and select a time in 30-minute intervals from the drop-down menu.

•      Date Range:  Begin Date and End Date fields will be offered; select accordingly.  No time frame is recorded, but The Edge will store the time as 12:00 a.m.

•      Time Range: Begin and end dates will be offered, but you can also pick times.

Initial Notes

Notes concerning the purpose of the contact, information about items or transactions to be discussed, etc.  There is space to be detailed here; you can include item numbers, descriptions, etc.  This information will not appear in the History area of the appointment record.