Appointments

Individuals with existing records in the Entities app can be appointed to particular roles.

You can view appointments in both the classic and modernized versions of Entities. This section helps you view and manage appointment records across both experiences. In classic Entities, you can appoint and manage individuals for a company. The modernized version provides a streamlined table with filters and tools that support efficient viewing and analysis of data. Learn more about how appointments work in each version.

Appointments in classic Entities

To view the appointments for a company, select the Appointments option in the company banner. The Current Appointments page displays all of the current appointments for a company. Use the Show, Group by and Order by filter options to change the way appointments are displayed and the positions are shown.

In the Appointments section of a company users can do the following:

• Record one or multiple appointments, resignations, replacements and so on

• Edit existing appointments

• Export the list of appointments

• View the appointment history

To learn more about each of these topics, refer to detailed help in this section.

Appointments in modernized Entities

The modernized Entities experience provides you with a streamlined table in the company record's Appointments page, from which you can view and analyze companies' appointments.

Access appointments for a company

Follow these steps to view appointments:

1. In modernized Entities, select Entities > Companies.

2. From the table that appears, select a company you want to access.

3. Select Appointments.

4. On the Appointments page, use the following options for a customized view:

   • Search Enter a name to view their details from the appointments table.

   • Columns Use this option to filter and customize the view. For more information, refer to Columns.

   • Sorting or ordering Use multicolumn sorting on the Appointments page to organize results by multiple fields in a defined priority order. Sort by any supported column, then press Shift and select additional columns to add secondary or tertiary sort levels. You can add as many sort columns as you need. For more information, refer to Sorting or ordering table columns.

   • Navigating to classic Entities From the Appointments page, you can switch to the classic Entities interface. For more information, refer to Navigating to classic Entities from modernized version.

   Note

   If you select a name from the table, you’ll be redirected to the individual’s details page.

For more information on the details page, see Company details in modernized Entities

See also

Record an Appointment

Edit or Undo Appointments and Resignations

Appoint Multiple Individuals to the Same Company

Appoint the Same Individual to Multiple Companies

Record a Resignation

Resign Multiple Individuals from the Same Company

Resign the Same Individual from Multiple Companies