Diary (Follow-up)

Diary (Follow-up)

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

Introduction

concept

The Diary screen Types of follow-ups

how-to-guide

Create a follow-up Edit or delete follow-up Complete follow-up View other diaries Group view

video

Add follow-up to project Manage your tasks and optimize your schedule

reference

Template variables User preference - AppointmentDialog User preference - DiaryView

Video meetings

concept

Video meetings integration

how-to-guide

Create video meeting Join video meeting Configure email invitations Connect provider Disconnect provider Remove configuration for users

video

Create and join video meeting

Invitations

concept

learn

Add attendee to follow-up Accept or decline

Recurrence

concept

learn

Creating recurring follow-up Stopping recurring follow-up

UI customization

concept

Screen Designer Web panels Task menu items List - Follow-up type Custom fields

how-to-guide

SoProtocol - create follow-up SoProtocol - open Follow-up dialog

reference

UdappntSmall table UdappntLarge table

Automation

concept

reference

Trigger SalesAfterSaveAppointment Trigger SalesBeforeSaveAppointment Webhook activity events Zapier

CRMScript

concept

how-to-guide

Get appointments Create appointment Update and delete appointments Working with todo lists View recurrence info Get follow-ups in a series Create repeating follow-ups Update repeating follow-ups Create invitation Accept invitation

API

concept

Working with follow-ups (appointments) in API

how-to-guide

Raw SQL OSQL Row Entity Web services Archive (search)

Database tables

reference

Appointment table Invitation table RecurrenceRule table Priority table DiaryView table Task table Project table SuggestedAppointment table Associate table UserGroup table