Send Appointment Through Email

In NextGen® Enterprise PM, if you want someone to modify or delete an appointment, you can attach the appointment to an email and send it to the recipient asking to do the modification so that no important information is missed. You can attach appointments to mail in all views of the Appointment Book window, except for the Monthly view tab. When you send an email with an action request, a copy of the mail is automatically saved in the pending folder. You can always check the pending folder to track the outstanding issues.

When the recipient takes action on the appointment through the Edit Appointment button, a confirmation is loaded into the Confirmation field, and automatically sends a confirmation message to the sender. When the sender receives the confirmation message, the email is removed from the sender's pending folder. The message that is stored in the sent folder then has the Confirmation field filled in. If you sent the email to multiple recipients, the system accepts the first confirmation. The email for the rest of the recipients is moved to the trash folder to prevent them from taking action on the email.