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• Save – This will save the appointment and return you to the Calendar.

• Save > Save and View – This will save the appointment and take you to the Appointment Summary.

Creating a New Appointment from a Record Summary

It is also possible to add an event attended by a specific record by selecting the appointment icon underneath their display picture in the record summary.

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If you have any Appointment Templates set up, you will be prompted to choose one to base the appointment on if necessary. Once you have chosen a template, select Next to continue to the new appointment window explained above.