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Adding Calendar Appointment without a link to a record

Article ID: 175
Last updated: 25 Jul, 2019
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In the LeadMaster Modern interface adding a Callback / Appointment without a link to a record will be displayed on the CallBack / Appts report.

Notice in the image below there is no account / contact info yet the appointment is displayed in the Callback report.  The LeadMaster classic interface does not have this functionality.

If the Callback is assigned to someone other than yourself you will no longer see the callback.  This is an important feature - it allows you to add calendar items / callbacks that don't show on the home page accordion report or the callback reports from the reports menu.  These unlinked callbacks do show up on the group calendar.

Adding a Callback / Appointment without a link to a record

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