14.5.1 How to Create an Appointment Directly from an Incoming Email

Related Articles 14.5 How to Create an Appointment 14.9 How to Create a Reminder

From the Home Tab toolbar open your Email.  Right-click any Email you need to Create and Appointment for. The menu below will open and choose the highlighted icon at the bottom of the menu.

When you choose the highlighted option the appointment window will open. In the appointment window the information from the body of the email will be pre-populated in the main text window of the Appointment screen. Any contact information from the Sender will be added to the Appointment.

Set the Category and any other information relevant to this Appointment. You will be prompted to Save your changes. When you do your Appointment will appear in your Schedule.