Appointment List

The Appointment List provides a list of all Appointments which can be useful if you want to display all the appointments you want to telephone and follow up. This displays the following information:

• Property address
• Start Date
• Duration
• Description
• Confirmed, Followed Up, No Show and Cancelled indicators
• Attendees
• Assigned User

The Appointment List can be filtered on:

• Filter Status

• Appointment Type

• Assigned To

• Branch

On the Appointment List the following options are available from the Menu button or by right-clicking

• New - takes you to the diary screen to create a new Appointment
• Edit - enables you to edit the currently selected Appointment
• Delete - deletes the currently selected appointment
• Letters, Emails and SMS Text - produce Address Labels, Letters, Emails or send an SMS Text to the currently selected contact.
• Find - find text on the screen
• Export Grid to Excel - export the data to a MS Excel worksheet
• Refresh button - clicking the refresh button ensures the latest property information is displayed.
• Filter Rows ((Select All, Unselect All) - this will enable/disable the Filter Rows column allowing multiple contacts to be selected allowing the Letters, Emails and SMS Text option to be used for multiple records.

Right-clicking anywhere on the Appointment List screen will display the Menu options