Appointment Field Defs

In the Edit Appointment window, on the bottom left are the custom appointment fields.

Custom appointment fields are a more organized alternative to notes

To enter information in a field:

  1. Open the Edit Appointment window.
  2. Double-click a field.
  3. Type the information, or select from a pick list of answers.
  4. Click OK to save.

Information entered in a custom appointment field can also be displayed in an appointment box on the schedule (Appointment Views).

Set up Custom Appointment Fields

To create an appointment field:

  1. In the Main Menu, click Setup, Appointments, Appointment Field Defs.
  2. Click Add, or double click an existing field to edit.
  3. Field Name: Enter the name of the field.
  4. Field Type: Select the type of field.
    • Text: Users can enter any free-form text.
    • PickList: Users will select from a list of items. Enter one item on each line.
  5. Click OK to save.

Hide / Remove a Custom Appointment Field

If no data has been entered in custom appointment field, it can be deleted.

  1. On the Appointment Fields Defs window, double click the appointment field.
  2. Click Delete.

Once data has been entered in a custom appointment field, it can only be hidden, not deleted.

  1. On the Appointment Field Defs window, click Setup to open the Field Display window.


    By default, all custom appointment fields already setup for AppointmentEdit will display.
    • Visible Fields: Lists all appointment fields currently showing on the Edit Appointment window.
    • Hidden Fields: Lists appointment fields that have been marked hidden, and do not show on the Edit Appointment window.
  2. Highlight a Visible Field, then click the right arrow to move it to Hidden Fields (and mark it hidden). To unhide a field, move it back to Visible Fields.
  3. Click OK to save.