Appointment
How to use Appointment in Leads & Opportunities: access, working steps, fields, related records and troubleshooting.
Purpose and access
Maintain the prospect identity and contact details, record the requirement, and progress qualified opportunities into quotations. Record an outcome and next action so the commercial pipeline is useful to the next person reviewing it.
This page is a record page in Sales & Marketing → Leads & Opportunities. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Scheduled Time, Status, Name, Email.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Appointment from Sales & Marketing → Leads & Opportunities, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Scheduled Timescheduled_time | Datetime Required | Record the date and time in the configured system/user time zone. |
Statusstatus | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Created through Portalcreated_through_portal | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Email Verifiedemail_verified | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Namecustomer_name | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Phone Numbercustomer_phone_number | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Skype IDcustomer_skype | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Emailcustomer_email | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Detailscustomer_details | Long Text Optional | Complete the value according to the field label and the record’s validation rules. |
Appointment Withappointment_with | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
Partyparty | Dynamic Link Optional | Select the record identified by the associated document-type field. Verify both the type and the linked record. |
Calendar Eventcalendar_event | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Event |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.