Appointments tab on Home Page

The Appointments tab on the Home Page displays a chronological grid of Appointments added against a specific Contact (or User) / Property. Option buttons available are New, Edit and Delete. Clicking the New button will transfer you to the Diary screen to select the relevant date and time for the Appointment. A count of the Appointments is shown on the tab.

For each Appointment the following information is displayed:

• Property - for which the appointment is for

• Start Date & Time - start date and time of the appointment

• Duration - how long the appointment will take

• Description - the type of meeting e.g.., holiday, viewing, valuation etc.

• Confirmed, Followed Up Applicant, Followed up Owner, No Show and Cancelled indicators

• Attendees - a list of Contacts who are attending the Appointment

• Assigned User - the user for whom the appointment is assigned to

Selecting an Appointment and then clicking the Menu button (or simply right-clicking) provides the following functions for Appointments

• Edit
• View On Diary
• Refresh
• Delete
• New
• Letters, Emails & SMS Texts
• Find Export to Excel
• Filter Rows

Video