Navigating To The Make / Break Appointment Page
Any of the following methods can be used to navigate to the Appointment transaction:
- An alert in the Alert Zone highlights if an appointment exists for the current premise. The user is transferred to the appointment transaction if they drill down on the alert.
- You can setup an order's campaign to automatically transfer a user to the appointment transaction whenever an order is completed for a given campaign. This might be useful for campaigns that cause field activities to be created.
- A user can setup a favorite link associated with the appointment transaction.
- The field activity transaction allows a user to transfer to the appointment page when an appointment exists for a field activity
- Via any of the following menus:
- Premise context menu
- Field activity context menu
- Menu menu