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:
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Property - for which the appointment is for
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Start Date & Time - start date and time of the appointment
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Duration - how long the appointment will take
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Description - the type of meeting e.g.., holiday, viewing, valuation etc.
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Confirmed, Followed Up Applicant, Followed up Owner, No Show and Cancelled indicators
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Attendees - a list of Contacts who are attending the Appointment
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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:
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Edit
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View On Diary
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Refresh
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Delete
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New
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Letters, Emails & SMS Texts
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Find Export to Excel
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Filter Rows