Add an Outlook Appointment

You can add an Outlook appointment for contact, incident, opportunity, organization, and task records.

1. Right-click the record that you want to create an appointment for and select Open followed by [Record Type].
   The record opens on the content pane.
2. Click Appointment to open the Appointment window.
   The available record information displays in the appointment.
3. To add or edit any of the appointment information, enter the information in the appropriate field.
4. To add a color category to the appointment, click Categorize and select the category.

   The first time you assign a default color category to an appointment, you are prompted to rename the category.

   B2C Service automatically adds the category EM (Experience Management) to all new appointments. The appointment category displays above the Subject field.

5. To add multiple color categories to the appointment, click Categorize and select All Categories.
   The Color Categories window opens. From this window you can quickly select multiple categories, rename and delete categories, change category colors, and add keyboard shortcuts.
6. Make your changes to the appointment’s categories and click OK.
7. Click Save.
   It now appears in your Outlook calendar.