What is appointment in SAP SRD-CRM - CRM-Customer Relationship Management?

SAP Term: appointment

• Component: SRD-CRM

• Component Name: CRM-Customer Relationship Management

• Description: Type of planned activity in Activity Management that is maintained in an employee's calendar, including external appointments and scheduled meetings with business partners. Appointments usually contain information regarding the business partner involved, the date on which it is to take place, and whether or not it is private in nature.

Smart SAP Assistant

• Key Concepts: 
  An appointment in SAP Customer Relationship Management (CRM) is a type of activity that is used to schedule and manage customer meetings. It is a way to keep track of customer interactions and ensure that all customer needs are met. Appointments can be created manually or automatically, depending on the customer's preferences. 
  
  How to use it: 
  Appointments can be created in SAP CRM by selecting the “Create Appointment” option from the main menu. This will open a form where the user can enter the details of the appointment, such as the date, time, location, and any other relevant information. Once the appointment is created, it can be viewed in the calendar view or in a list view. 
  
  Tips & Tricks: 
  When creating an appointment, it is important to include all relevant information so that it can be easily accessed by other users. Additionally, it is important to set reminders for upcoming appointments so that they are not forgotten. 
  
  Related Information: 
  Appointments are closely related to other activities in SAP CRM such as tasks and events. Tasks are activities that need to be completed within a certain timeframe, while events are activities that occur at a specific time and place.