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 search and Columns options to filter and customize the view:

   • Search Directly search for a company by its name or the quick reference code (QuickRef).

   • Columns Using this option, you can customize the look of the table:

     • Show or hide columns by selecting or deselecting them in the panel.

     • Find specific columns using the search field. You can also perform bulk actions on the table columns by selecting or deselecting the checkbox next to the search field.

     • Reorder columns by selecting the icon next to a column and dragging it to a new position in the list.

     • Select Columns again to hide the panel.

       Note

       By default, the Name column is always displayed.

   Note

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

On the details page of an entity, you can switch from the modernized Entities view to the classic version. To do this:

1. Select Manage in classic Entities.

2. (Optional) To skip the confirmation message and go directly to classic Entities the next time you switch, select Don’t show this message again.

3. In the Go to classic Entities dialog box, select Go.

You’ll be redirected to the login page of classic Entities, where you can view the entity’s details in the classic interface.

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