{"id":12559,"date":"2016-03-30T10:42:36","date_gmt":"2016-03-30T10:42:36","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=12559"},"modified":"2016-03-30T10:42:36","modified_gmt":"2016-03-30T10:42:36","slug":"change-default-quick-appointment-duration","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/30\/change-default-quick-appointment-duration\/","title":{"rendered":"Change Default Quick Appointment Duration!"},"content":{"rendered":"

Sage CRM users can create quick appointments and tasks as some appointments or tasks don’t have to be linked to Person or Company records. One of the benefits of using a CRM system, it allows users to manage their tasks and appointments efficiently.
\nNew Stuff:<\/em><\/strong>\u00a0<\/span>Set Default Value for fields through Workflow<\/a>
\nNow in this blog we will discuss the feature of creating and customizing Quick appointments in Sage CRM. We can create a quick task or appointment on MY CRM | Calendar tab | Calendar view<\/strong>. Refer below screenshot.
\n\"Appointment\"<\/a>
\nBy default the option on appointment time is set to current hour and minutes is set to 30 minutes as shown in the above screenshot. Now if we select 30 minutes and create a quick appointment, the appointment end date will defaults to half an hour after the appointment created time. Similarly if we select 60 minutes and creating quick appointment will defaults to an hour after the appointment created time. User would be required to enter the task details on text field highlighted above and clicking on Appointment or task button will create the communication record and will be displayed on the grid as shown in the above screenshot.
\nNow can we default it to default minutes to 60 minutes instead of 30 minutes? Yes, we can default it to 60 minutes every time when you navigate to this screen. This can be achieved by resetting the default duration time to 60 minutes for all quick appointments that are going to be created. Below are the steps that we can follow to set the default duration to 60 minutes.
\n1) Go to: Administration<\/strong> -> Customization<\/strong> -> Communication<\/strong> -> Screens<\/strong>
\n2) Open Communication Task filter<\/strong> ->
\n3) Add the following script in the custom Content Area of this screen.
\n<script>
\ncrm.ready(function()
\n{
\nvar y = document.getElementById(‘SELECTAppointmentDuration’) .options.length;
\nvar x = document.getElementById(‘SELECTAppointmentDuration’) ;
\nfor (var i=0;i<y;i++)
\n{
\nif (x.options[i].value == ’60’)
\n{
\nx.options[i].selected = true; \/\/ here you can customise for your option.
\n}
\n}
\n})
\n<\/script><\/em>
\n\"Custom<\/a>
\nSave the screen and once you go back to the calendar tab, the Quick appointment default duration will be changed from 30 minutes to 60 minutes.
\n\"60min\"<\/a>
\n
\nAbout Us
\n<\/strong>Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
\nGreytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERP\u2019s (Sage X3<\/a>,\u00a0Sage 100<\/a>,\u00a0Sage 500<\/a>\u00a0and\u00a0Sage 300<\/a>). It also offers best-in-class\u00a0Sage ERP customization and development services<\/a>\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide.\u00a0Greytrix<\/a>\u00a0helps in\u00a0migrating to Sage CRM from ACT<\/a>,\u00a0Goldmine<\/a>\u00a0and other CRM\u2019s.
\nFor more information on our integration solutions, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.
\n
\nAlso Read:<\/span>
\n<\/em><\/strong>1) 360\u00b0 Customer View on Sage CRM Interactive Dashboards
\n<\/a>2) GUMU Customizer \u2013 Adding Hyper Link to custom Grid
\n<\/a>3) Redirecting to Custom Dot Net Summary Page from Report Column Hyperlink
\n<\/a>4) Security on Editing Quote Line Items<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Sage CRM users can create quick appointments and tasks as some appointments or tasks don’t have to be linked to Person or Company records. One of the benefits of using a CRM system, it allows users to manage their tasks and appointments efficiently. New Stuff:\u00a0Set Default Value for fields through Workflow Now in this blog\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-12559","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"yoast_head":"\nChange Default Quick Appointment Duration! - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/30\/change-default-quick-appointment-duration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Change Default Quick Appointment Duration! - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM users can create quick appointments and tasks as some appointments or tasks don’t have to be linked to Person or Company records. One of the benefits of using a CRM system, it allows users to manage their tasks and appointments efficiently. New Stuff:\u00a0Set Default Value for fields through Workflow Now in this blog\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/30\/change-default-quick-appointment-duration\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2016-03-30T10:42:36+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/03\/Appointment-1024x572.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/30\/change-default-quick-appointment-duration\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/30\/change-default-quick-appointment-duration\/\",\"name\":\"Change Default Quick Appointment Duration! - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/30\/change-default-quick-appointment-duration\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/30\/change-default-quick-appointment-duration\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/03\/Appointment-1024x572.jpg\",\"datePublished\":\"2016-03-30T10:42:36+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/30\/change-default-quick-appointment-duration\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/30\/change-default-quick-appointment-duration\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/30\/change-default-quick-appointment-duration\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/03\/Appointment-1024x572.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/03\/Appointment-1024x572.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/30\/change-default-quick-appointment-duration\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Change Default Quick Appointment Duration!\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\",\"name\":\"greysagecrm\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"caption\":\"greysagecrm\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Change Default Quick Appointment Duration! - Sage CRM \u2013 Tips, Tricks and Components","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/30\/change-default-quick-appointment-duration\/","og_locale":"en_US","og_type":"article","og_title":"Change Default Quick Appointment Duration! - Sage CRM \u2013 Tips, Tricks and Components","og_description":"Sage CRM users can create quick appointments and tasks as some appointments or tasks don’t have to be linked to Person or Company records. One of the benefits of using a CRM system, it allows users to manage their tasks and appointments efficiently. New Stuff:\u00a0Set Default Value for fields through Workflow Now in this blog\u2026 Read More »","og_url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/30\/change-default-quick-appointment-duration\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2016-03-30T10:42:36+00:00","og_image":[{"url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/03\/Appointment-1024x572.jpg","type":"","width":"","height":""}],"author":"greysagecrm","twitter_card":"summary_large_image","twitter_misc":{"Written by":"greysagecrm","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/30\/change-default-quick-appointment-duration\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/30\/change-default-quick-appointment-duration\/","name":"Change Default Quick Appointment Duration! - Sage CRM \u2013 Tips, Tricks and Components","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/30\/change-default-quick-appointment-duration\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/30\/change-default-quick-appointment-duration\/#primaryimage"},"thumbnailUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/03\/Appointment-1024x572.jpg","datePublished":"2016-03-30T10:42:36+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f"},"breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/30\/change-default-quick-appointment-duration\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/30\/change-default-quick-appointment-duration\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/30\/change-default-quick-appointment-duration\/#primaryimage","url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/03\/Appointment-1024x572.jpg","contentUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/03\/Appointment-1024x572.jpg"},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/30\/change-default-quick-appointment-duration\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/"},{"@type":"ListItem","position":2,"name":"Change Default Quick Appointment Duration!"}]},{"@type":"WebSite","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/","name":"Sage CRM \u2013 Tips, Tricks and Components","description":"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f","name":"greysagecrm","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","caption":"greysagecrm"},"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/12559","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/comments?post=12559"}],"version-history":[{"count":0,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/12559\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=12559"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=12559"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=12559"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}