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Journeyman |
I know that you can drag appointments from one day to another, but how come if I change an appointment to postponed, it doesn't bring up a way to select when the appointment has been postponed until? That would make sense, right?
Sean Carter |
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Veteran |
Hi Sean,
You can set up your Contextual Menu prefs to allow you to right-click on the Appointment and change it's status to Postponed. If it's been postponed, there's no new appt date so there's not a way to say 'postponed until'. You can configure your Contextual Menu prefs (very cool!) in Daylite>Preferences>Contextual Menu. If you're not a big right-clicker you can of course double-click the Appointment and change the Status pulldown to Postponed. Take care, Cynthia MacBook Pro OS X 10.5/Daylite 3.8 ______________________________________ Daylite Master Partner, Daylite Report Certified www.daylitehelp.com ______________________________________ |
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Journeyman |
Thanks a lot!
It is too bad that there is no "postpone until" function. Maybe that is something that could be considered? Has anyone inquired about this function before? Thanks again, Sean Carter |
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Veteran |
So sorry, I'm confused...if you know 'when' you're postponing it 'until', doesn't that mean that you have a new appt date? If it's more loose like postpone till the 2nd week in August but no firm date...
What I do when someone postpones an appt with me is to create a reminder on that appt for when I want to check back in with them to reschedule. So let's say I have an appt with you today (7/30) and you postpone it telling me 'let's try the 2nd week of August': I'll mark today's appt as Postponed, and set a reminder for today's appt for August 1. That way I get a Notification to check in with you on Aug 1 to see if we can reschedule that orig appt. When we decide on a new date, I just change the orig. appt to the new date and time and change the appt's status to Confirmed. Take care, Cynthia MacBook Pro OS X 10.5/Daylite 3.8 ______________________________________ Daylite Master Partner, Daylite Report Certified www.daylitehelp.com ______________________________________ |
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Journeyman |
I hear what you're saying. For the most part I would do what you do, but lots of times things just get pushed a couple of days, so I guess that dragging the appointment works just as well
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