Create an appointment

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：1分

    • As an agent, you can make an appointment with the requester of a case.

    始める前に

    Role required: sn_csm_ocs.ext_manager or sn_csm_ocs.ext_agent

    手順

    1. Navigate to All > Outsourced Customer Service > My Cases.
    2. Open a case.
    3. Click Appointments related list.
    4. Fill in the fields on the Appointment form, as appropriate.
      FieldDescription
      To The customer's name.
      Enter email address Email id of the customer.
      Start time Select the start time and date.
      End time Select the end time and date.
      Reminder (minutes) Select reminder for the appointment.
      Subject Enter the subject
      Location Enter location.
      Message Enter message for the appointment.
    5. Click Submit and the appointment appears under Appointments related list in Ready state .
    6. Edit the appointment and click Send activity to send the appointment to the specified email address.
      注:
      You can also cancel the appointment using the Cancel appointment related link.