Linking a Contact to a New Appointment

You can link a contact(s) to a new appointment as follows:

  1. Select the |Contact| menu from within the OA Phone Book.
  2. From the |Contact| menu select |New Calendar Item|.
  3. Select |New Appointment|.
  4. Enter your appointment details.
  5. Select|Save & Edit|.

    Linking Contacts to an Appointment within the OA Phone Book

  6. Select the |Contacts| tab.
  7. Select the |Edit| button.
  8. Enter the search criteria of the contact that you would like to add to the appointment.
  9. Select the |Search| button.
  10. Your search results will display within the |Available Contacts to Add| section.

    Linking Contacts to an Appointment within the OA Phone Book

  11. Select the contact that you would like to link from the |Available Contacts to Add| section.
  12. Select the |Add| button.
  13. Select |Done| to save your selections.
  14. The linked contact details will display within the |Contact| tab.
  15. Select the |Save| button to save your appointment changes.

    Linking Contacts to an Appointment within the OA Phone Book

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