Creating an Appointment

1. There are multiple ways to start the process of creating a new Appointment. Use any of the methods available below.

   1. From the top menu, select New, Activities, Appointment or

   2. From the Home, Client Management, or Portfolio Management tabs, click the Activities page.

2. In the left-hand column, under Current Activities, click Calendar.

3. From the toolbar above the grid, click New. The appearance of your appointment depends on the e-mail server you established under Home, Settings, Personal Settings, Email Server Settings. The instructions below refer to an appointment created through the Morningstar Office e-mail server.

4. Click the magnifying glass icon to select the clients, prospects, or contacts to be selected for the Required, Optional, and Regarding options.

5. In the Subject line, enter the subject of the appointment.

6. In the Location line, enter the location of the appointment.

7. Using the calendar icons, assign Start Date and End Date.

8. Click the Start time and End time arrows to assign beginning and ending time for the appointment.

9. Check the Reminder box if you want a reminder to pop up in Morningstar Office. Click the dropdown arrow to select the length of time prior to the appointment you want the reminder to appear.

10. Type notes of the meeting into the text box.

11. Click Save and Close to save the changes and return to the calendar area.