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  • Unlike emails, appointment cannot be saved in a draft mode

    Unlike emails, appointment cannot be saved in a draft mode. Once you hit Save button, appointment is sent to the recipients. The request from business is to have separate buttons for ‘Save’ and ‘Send’. Also, ‘Attach File’ button is available for emails during record creation, however in Appointments, user has to first save the record (which will send the appointment) and then attach a file with the saved record.