Oracle CRM On Demand Connected Mobile Sales Administration Guide > Using Oracle CRM On Demand Connected Mobile Sales > Using the Calendar >

Creating a Follow-Up Appointment


When displaying an existing appointment, you can create a follow-up appointment. The follow-up appointment is scheduled for a week after the original appointment, but you can edit that as needed. The follow-up appointment's name starts with "Follow Up:" and then has the name of the original appointment. All fields in the original appointment are retained, except for the Description field and any attachments. To create a follow-up appointment, complete the following procedure.

To create a follow-up appointment

  1. While displaying an existing appointment, tap the menu icon (lll).
  2. Choose Create Follow-up from the pop-up menu.
  3. Edit the follow-up appointment's fields as needed.
  4. Tap Done.
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