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Appointments: Easily Manage Your Schedule
The Schedule button will automatically create appointments from email. Highlight an email, click Schedule, and the message contents will be pasted into a new appointment. Set the time and date for the appointment and click Save and Close. As in the creation of Tasks, you can set topic and message processing options while you are creating the appointment and it will appear in the conversation's RelatedView.
By default, IMS truncates the text of long emails and attaches a copy of the message when copying creating an appointment or task. Turn these features on/off via the miscellaneous ClearContext Preference tab - ClearContext > Options > Preferences > Misc.
IMS will query for a Topic assignment when creating an appointment. This allows you to view this information by Topic in the IMS Dashboard. Turn this feature on/off in the Topic Assignment on New Tasks and Appointments at ClearContext > Options > Preferences > Tasks/Appts.
Custom Forms Support
If you would like to use a custom Outlook form for task generation when pressing the Schedule button, specify that form via ClearContext > Options > Preferences > Tasks/Appts. Under Create Tasks and Appointments with Custom Forms, add the message class you wish to use for Appointments. For example, IPM.Appointments.MyApptForm.
Responding to Attached Emails
In the creation of Tasks and Appointments, IMS attaches the original email to the item. If, while reviewing the task or appointment, you decide to respond to the original email, double-click the message attachment to open it and click Reply.
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Tutorial: For a video demonstration of the schedule feature, see our Task and Calendar Management Tutorial. |
