Cimmaron Software On Demand Technical Support

To schedule a meeting with a client:

1. Use the Client Finder to find the client that you would like to schedule a meeting with.  Once the client appears in the results grid on the Client Finder screen, double click on the client row to display the Client Detail screen.
2. Click on the Activities tab.
3. Click on the drop down portion of the Add button (the little arrow on the right side of the button) and select Meeting.
4. The fields required to save this activity are Subject, Category, Assigned To, and Status, and these will default, but can be changed as necessary.  For instance, you may want to enter a more descriptive subject.  To do so, just type in the new subject in the Subject box or select an exiting subject from the drop down box.
5. By default, the task will be assigned to you.  If you would like to assign it to another user, select the user from the Assigned To drop down list.
6. Select a due date for the task from the Due On box, and then select the meeting times from the From and To boxes.
7. If needed, enter your notes in the Text box.
8. Click Save.