How can I display Account details in an Appointment's description?

[Product FAQ]

How can I display Account details in an Appointment's description?

[Support Team]

An Appointment's description field can display basic Account information.



In the Appointments window, click on the arrow label near the Accounts field. Account details will be added to the description field.



You can also save time by automatically adding Account details to every description. To do so, go to Tools > Options, click on the Calendar tab, and select 'Attach account details to description'.