How to Use the Worksheet - Appointment Profile
Add the Worksheet to the Contact
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Go to the Worksheets tab of the Contact you want to have an Appointment Profile.
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Click Add and select Appointment Profile.
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Click OK on the new screen that opened.
Open and Use the Worksheet
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Click the description “Appointment Profile” in the worksheet tab of the Contact.
Note:
- You do not need to complete the worksheet in one go.
- Whenever you need to, click Save at the bottom of the worksheet and return to the Contact record.
- Once saved, you can return as often as you need to in order to continue filling it out.
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Fill in the Appointment Profile.
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Click Submit only when the worksheet is finished.
Warning:
- Once you click Submit, you will no longer be able to add anything to the worksheet and will need to start another one.
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