Status for appointment (task)

Is it possible to have the status of a new appointment set to "done"?
Is it possible to change the status of all past appointments to "done"?

We are working with Sage CRM but still use Exchange for scheduling and tasks management. Most of our people out of the office rely on Exchange through the iPhone/iPad apps to organize their appointments (and tasks).

Every time an appointment is created it is synchonized to Sage CRM. This works very nicely, but the status of all the appointments is "pending", even for long past events through the sync process. Futher there is no simple method for users to change the status of these appointments to "done".

If there is a task following an appointment the user will create a new task on a later moment but will not search for an appointment with pending status.

  • 0

    Hi Robert,

    If you run the following SQL query on the database, it will change all of the appointments from 'pending' to 'complete'

    update Communication set Comm_Status = 'Complete' where comm_type = 'Appointment'

    Just a reminder, this will do all appointments in the database, including the ones where the completed date has not been passed yet. I would advise you to take a backup before doing this just as a precaution in case the result is not as expected.

    For the default field (all new appointments), it is simply a matter of going into Admin -> Customisation -> Communication and under the field tab, clicking on the status fieldname and changing its default value to 'complete'