Appointments

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

You can view appointments in both the classic and modernized versions of 实体. This section helps you view and manage appointment records across both experiences. In classic 实体, 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 实体

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 实体

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

You can make the following appointment changes through workflows in modernized 实体:

• Resignation
• Removal
• Death/Dissolution
• Officer replacement
• Job title change

Accessing appointments

Follow these steps to view appointments:

1. In modernized 实体, select Companies, Partnership, or Individuals.

2. In the table, select More > Open for the record you want to view

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.

   • Status Select All, Appointed, or Historical option.

   • Appointment category Select one or more categories from the multi-select dropdown to filter the appointments list. By default, no categories are selected and all appointments are shown. Displayed categories depend on the type of record you are viewing. If no entity type filter is applied, the dropdown groups categories by entity type.

     The No category option, pinned at the top of the list, shows appointments associated with appointment types that have no assigned category.

     Use the following buttons to manage your selection:

     • Reset Clears all selections and returns the filter to its default state.

     • Confirm Applies your selected categories and refreshes the appointments table.

     Record type	Categories shown in the dropdown
     Company	Categories available for companies only.
     Corporate partnership	Categories available for corporate partnerships only
     Limited partnership	Categories available for limited partnerships only
     Individual	All appointment categories.

     Note

     If the category you need is not available, contact your administrator to configure additional appointment categories.

   • 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 实体 From the Appointments page, you can switch to the classic 实体 interface. For more information, refer to Navigating to classic 实体 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 实体

Make changes to an appointment in modernized Entities

You can make the following appointment changes through workflows in modernized 实体:

• Resignation
• Removal
• Death/Dissolution
• Officer replacement
• Job title change

Workflows available for the individual depend on their role. When you complete a workflow, you can save the event as pending or update the records immediately; you also have the option to produce the related documents.

To make a change to an appointment:

1. Open the related entity record and go to the Appointments tab. You can access the workflow from the individual’s record or from the entity they are appointed to.

2. In the list, from the More menu, select an option, provide the necessary details for the event and select Save.

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