Include udf in appointment desciption
We would like to be able to include data from a UDF in an appointment This could be something add by the user within the description or as something that Admin can add to every appointment.
Jin Yu commented
This is an interesting idea. Instead of including UDF in description, how about allowing the admin user to specify some UDFs in appointment dialog. For example, in the appointment dialog, you add Last Review Date, Next Review Date and some other fields you can check off. After you finish the meeting, you can set the Last Review Date to today's date, and set the Next Review Date to a date 3 month later. You can also check off what you have discussed with client. This way, you don't need to go back to the Address Book entry to update those data after completing a meeting.