Appointments - Do you show all the necessary information in the subject?
  v11.0 Posted at 3/10/2018 7:01 AM by Tiago Araujo

When sending an appointment, it's a good idea to choose your subject intelligently so that people can see all the information they need to see in the Subject of the Appointment.

For example if the appointment is a meeting request you should include the names of the persons attending that appointment. Another example is flight bookings or hotel bookings. Including the flight number and/or Hotel name in the Appointment Subject so that you can see the information without having to open the item. Think about what the recipient sees in their calendar and try to make it as clear as possible.

Bad Appointment Subject Figure: Bad Example - appointment subject with very little informationGood Appointment Subject Figure: Good Example - Appointment subject with all of the relevant information shown

CRM u​sers making bookings should keep their naming standards consist​ent.

Related rules

    Do you feel this rule needs an update?

    If you want to be notified when this rule is updated, please enter your email address: