Unscheduled List  

In the Appointments module, click the Appointment Lists toolbar button, then the Unscheduled button.

The unscheduled list is a list of appointments in the Appointments module where you can temporarily store appointments that need to be scheduled. This list should be kept very short and reviewed frequently, because if it gets too long it becomes unmanageable. For long-term status, use the Planned Appointment Tracker instead.

To place appointments on the unscheduled list, single click on that appointment in the Appointments module, and click on the button to the lower right.  Or, right click, Send to Unscheduled List.

Once you have the list displayed, double click on any of the appointments on the list to bring up the Appointment Edit window. From there, you will be able to make Comm Log Notes, or copy the appointment to the pinboard for scheduling. Once an appointment is scheduled, the status will be changed to scheduled, and it will no longer show on this list. Alternatively, you can verify that the Planned Appointment exists, and then simply delete the unscheduled appointment after making the appropriate comm log entry. Then, it will show in the Planned Appointment Tracker.