Data Outlet Admin - 3.7 Appointment type
In Admin/Options list/Appointment type the types of contact for your company can be defined. These are part of the private database.
You can add appointment types. However, you are not able to change the current appointment types. If you would like to change an appointment type this will have to be done by Datlinq. Keep in mind that a data conversion (update of all existing data) might be necessary in that case.
Appointment type in Salesmapp
In the company card in Salesmapp, a representative has the opportunity to add a new appointment for that company.
When filling in the details of the appointments, the user is asked to fill in a type of appointment. Visit type will show the representative a dropdown menu with the type of appointments that can be selected.