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Serial appointments

An appointment of a series is being edited

1. Panel "Serial appointments" is not visible.
2. All amendments apply only to the selected appointment.
3. The date of the appointment must not be changed to a day on which another appointment of this series already exists. Only one appointment of the appointment series may take place per day. 
a. The days blocked in the date selection are displayed in grey.
4. A changed appointment still belongs to the series. 
5. The status of the appointment is changed to "Changed serial appointment".



A complete series is being edited

1. Panel Serial appointments is visible.
2. Appointments in the past are not updated.
a) One of the following values is changed:
a. Start - End
b. Interval

Enquiry as popup when saving:

"X appointments of the series have amendments and will be overwritten."

Button: OK

X = Cancel


All future appointments of the series are overwritten with the current values of the series. This also includes all other values, such as Description or Campaign.


b) Other values are changed:
a. The changed values are updated in all appointments of the series whose respective values corresponded to the series.
      • Example: The Comment and the Campaign are changed in the series. 
      • If the Campaign was previously changed in an appointment of the series, but not the Comment, only the Comment in that appointment is updated. 
b. Series end
      • When shortening, all appointments of the series that lie beyond the series end are deleted (including changed serial appointments).
      • When extending, only new appointments are added. The new appointments are created based on Frequency and series start from the old series end.


c) The series is deleted
a. All future appointments of the series are deleted.


Move appointments function

Serial appointments become changed serial appointments.