Linking and Completing Appointments

Linking and Completing Appointments

Linking Appointments

When you create the appointment on your Sync Target

1. Create the activity
2. In the Notes area at the bottom of the activity, enter the word Link, followed by a colon, followed by a space, followed by the name of the contact exactly as it appears in your database.

For example

Link: John Q. Doe

Other types of links

You may also link to a company name or to a phone number. You would link to a company using At: instead of Link: and to a phone number using Ph: instead of Link:

Examples

12:00 Lunch

Ph: 971-249-0300

1:00 Follow-up call

At: CompanionLink Software

Warning: If you have more than one contact with the same phone number or at the same company, you should not use this alternate method of linking, as CompanionLink will find the first contact with the matching information and link it to that contact. This should only be used if you are linking to a phone number or company without a contact name, or in addition to Link:.

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Appointment Types

ACT!

ACT! users may add the appointment type on the appointments created on the handheld. Simply write the appointment type in parenthesis in the appointment description. Use the single letter abbreviation shown below. You can write the appointment type in lower case letters. CompanionLink will replace it with the complete appointment type on the next sync.

Description	Type	Abbreviation
Call	(Call)	(c)
Meeting	(Meet)	(m)
To-do	(Todo)	(t)

Example

3:00 (c) Follow-up with CompanionLink

GoldMine

GoldMine users may add the appointment type on the appointments created on the handheld. Simply write the appointment type in parenthesis in the appointment description. Use the single letter abbreviation shown below. You can write the appointment type in lower case letters. CompanionLink will replace it with the complete appointment type on the next sync..

Description	Type	Abbreviation
Call	(Call)	(c)
To-do	(Todo)	(t)
Appointments	(Appt)	(a)
Next Action	(Action)	(t)
Forecast Sale	(Sale)	(s)
Other Action	(Other)	(o)
Event	(Event)	(e)

Example

3:00 (c) Follow-up with CompanionLink

Note: In CompanionLink Express, the only types of appointments you can synchronize are Appointments, Calls, Next Actions and To-Dos. To synchronize the other types, you must have CompanionLink Professional.

Completing Appointments

To complete an appointment on the handheld, you want to place a slash as the first character of the datebook/calendar description. You may use either a backward slash or a forward slash.

Example

2:30 /(c) Follow-up with CompanionLink

Goldmine Result Codes

GoldMine users may include a Results code for the activity when they complete it. Insert a slash, followed by the result code, followed by another slash. You may enter this in upper or lower case; the Results code will be automatically capitalized when the handheld is synchronized.

Example

1:00 /COM/(c) Follow-up with CompanionLink