To Add an Appointment

1. From a search results page, select the checkbox next to the item that you wish to schedule an appointment for, or open the item's Report Viewer page by clicking one of the Details links.
2. Click Add Appointment from the Outlook toolbar.



3. Just as you would in Outlook, enter the Subject, Location, Start and End times, assign Categories, enter a Note, and set your Reminder.
4. If you wish to be alerted when project information has changed, select the Alert me... checkbox.
5. Click Save.

To Add a Contact

1. From a company search results page or a project's Firms tab in the Details viewer, select the checkboxes next to the companies that you wish to add contacts from.
2. Click Add Contact from the Outlook toolbar.



3. The contact(s) information is already filled in for you and you may not edit it. You may assign Categories, and enter Notes.
4. If you wish to be alerted when compnay or contact information has changed, select the Alert me... checkbox.
5. Select the Apply to all checkbox if you wish any duplicate contacts that you've previously added to Outlook to be updated as well.
6. Click Save.
7. Repeat steps 3-6 for each contact that you added.