Creating Notes & Appointments When Linking Emails
When in Outlook click the ‘
Link to Durell
’ icon. In the new window that appears, click on the “Setup” button
- Select the ‘Notes’ tab, then tick ‘Create client note by default’, then input any other settings as required
- Select the ‘Appointments’ tab, then tick ‘Create diary appointment by default’ and as above, apply any other settings below as required.
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