Diary (Follow-up)

Welcome to the diary area where you can find relevant links to all things related to follow-ups and tasks.

map
Video meetings

overview
library_books
User guide

reference
library_books
Template variables

reference
library_books
Appointment database table

reference

Introduction

  • exploreTypes of follow-ups
  • exploreRecurring appointments
  • exploreInvitations

User guide

  • schoolCreate a follow-up
  • schoolInvite attendees

Videos

  • video_libraryAdd follow-up to project
  • video_libraryCreate and join video meeting
  • video_libraryManage your tasks and optimize your schedule

Configuration options

  • library_booksUser preference AppointmentDialog
  • library_booksUser preference DiaryView
  • listList Follow-up type

Automation

  • mapOverview
  • library_booksTrigger SalesAfterSaveAppointment
  • library_booksTrigger SalesBeforeSaveAppointment
  • library_booksWebhook activity events
  • library_booksZapier

API how-tos

  • listCRMScript
  • listRaw SQL
  • listOSQL
  • listRow
  • listEntity
  • listWeb services
  • listArchive (search)

Data options

  • mapCustom objects
  • library_booksUdappntSmall table
  • library_booksUdappntLarge table

Database tables

  • library_booksAppointment table
  • library_booksInvitation table
  • library_booksRecurrenceRule table
  • library_booksPriority table
  • library_booksDiaryView table
  • library_booksTask table
  • library_booksProject table
  • library_booksSuggestedAppointment table
  • library_booksAssociate table
  • library_booksUserGroup table

Additional content

related information

UI options
  • Web panels
  • SoProtocol - create appointment
  • SoProtocol - open appointment dialog

Related content
  • Company
  • Contact
  • Project
  • Sale
 
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