Appointments
Individuals with existing records in the Entities app can be appointed to particular roles.
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:
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Record one or multiple appointments, resignations, replacements and so on
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Edit existing appointments
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Export the list of appointments
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View the appointment history
To learn more about each of these topics, refer to the Appointments section on the Help Centre.
See also
Edit or Undo Appointments and Resignations
Appoint Multiple Individuals to the Same Company
Appoint the Same Individual to Multiple Companies
