Join a appointment or a task with a contact

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AlgoNatural
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Join a appointment or a task with a contact

Post by AlgoNatural »

Hello
I'm really new here and I'm trying to understand if this program is ok for my company

a) Add an appointment to a contact
If I add a contact I would like know if it's possible add a appointment or a task to the contact
I mean
If I have the contact PHIL from the Phil schede I would like add, for example, on MONDAY at 9.00 am CALL PHIL

or from the calendar schedule an appointment with PHIL

How I can do it?

2) I don't understand well the difference between CALENDAR and TASKS

3) How can I create groups of contacts?
Max
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Re: Join a appointment or a task with a contact

Post by Max »

Hello,

1.- You can create a new appointment and link to it from the Contact
2.- You can use either, but generally Calendar is something that keeps your day schedule, while, Tasks are not necessarily tied to days
3.- I suppose you are using Pro version. When in Contacts module, use Actions-> New Group menu
Maxim,
EPIM Team
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