schedule an appointment from a date field

[theguy31]

I want to be able to send out a letter/email with the Clients appointment time and date on it as well as a few other fields. I have created a field called 'appointment date' which works fine in the letter, however I can't get this date to go into the calendar.

My other work round was to put the appointment into the calendar manually but there doesn't appear to be a way to get that information into a Word letter or email.

Am I going about this the correct way or am I missing something obvious?

Any help would be gratefully received.

Cheers

Phil

 

[GLComputing]

To be in a letter/email, it needs to be in a field.

If you make it an Annual Field, you can use Lookup | Annual Events each month/week and quickly add activities for the contacts.

If that's to much work, have a look at

http://www.crmaddons.com/p-36-sales-automation-manager.aspx

Regards,
Mike Lazarus
ACT! Evangelist
GL Computing, Aust

http://www.GLComputing.com.au