1. Title - name of the appointment. If you leave the field empty, the system will fill in a name on first save using the pattern <name of client> <month> <year>.
2. Customer/ agency - selection of the client the appointment will be connected to.
3. Month - target appointments aren't scheduled on a particular date but only planned for a month.
4. Year - the current year is pre-selected by default.
5. Status - selection of the status of the appointment.
6. Follow up - the date of the current day is pre-selected on creating a new record. The creator and the responsible person receive a reminder in MYDAS after X days. This might be useful if there's some extra work to do for the appointment.
7. Agenda - the agenda of the appointment can be added optionally.
8. Responsible - the current user is pre-selected as creator of the appointment but you can select a different user and thereby assign the appointment to him.
9. Sales area - mandatory selection of a sales area.  

After saving the record for the first time the following elements are displayed additionally:

1. Participant - selection of the responsible person as participant at the appointment.
2. Copies the record.
3. Postpones the appointment to a different month.
4. Schedules the target appointment and thereby converts it into an actual appointment.

Target appointments can also be created in the CRM-Cockpit in contact management. To do this you need to select a person from the client tree, open the context menu via rightclicking the input form and select the option "New target-appt" from the context menu.

Open an appointment in the appointment schedule and click on the respective special action to create a new target appointment with the data of the original appointment.

Please note: in this view a check on the connection to a sales area in the user record of the responsible person is run on creating a target appointment. Therefore the responsible person must own a user record which is connected to a sales area to successfully create a new target appointment.

In client masterdata you can create target appointments via special action. The client will be pre-selected in the target appointment by default.

Target appointments can be scheduled as follows:

• open the appointment view of the client tree
• select the favored appointment which will be highlighted blue
• rightclick on the date and time in the calendar where you'd like to insert the appointment
• select the appointment in the context menu