G
Guest
I am trying to design an Appointment form so that when I pull up a new appointment form, it will automatically have the tabs on it for the info I want to attach to it. Maybe I'm going about it in the wrong way, but here's what I want to do: When I have an appointment with a client or spend time working on something for a client, I put it in my calendar, but I want to be able to track the billing info, time, etc. which is a Task function (I think) without putting it also in the task column. I want it on the calendar so I can see at a glance where I spent my time as well as be able to track the billing info there for the end of the month. When I exported the calendar to an Excel spreadsheet, the columns for the info I want to put into it were there, but I don't know how to get the data into each appointment so it carries over into an exported file. Is there a book that explains in detail how to do these kinds of things? I printed a ton of help files but they aren't working for me. Please EM me because I don't get much chance to get back to these message boards.