The Home Page Appointments grid displays the date, time and subject for the appointments for the current day for the user.
 

Appointments in the grid can be viewed or edited by selecting a record in the grid and double clicking.
 

Previous appointments can be viewed and/or edited by clicking on the Prev Day selection until the required date is reached and the appointment displayed.
 

Appointments in the future can be viewed and/or edited in the same way by clicking Next Day until the required date is reached and the appointment displayed.

 

By selecting the New option new appointments can be added

 

1.       To add a New appointment click on the New button.

2.       Select the appropriate appointment Category from the drop down menu. e.g.: Prospective

Vendor. See: Appointment Types

3.       Select the appropriate Appointment Type from the drop down menu. eg.: Appraisal

4.       Depending on whether the Appointment relates to a contact or a property the

Contact/Appraisal/Listing/Contract or Property search function will be available. Select the associated Contact, Appraisal, Listing, Contract or property using the locate icon.

5.       The Subject will default to the Category - Appointment type; however you may edit this field if

necessary.

6.       Enter the Location of the appointment, e.g.; on site, in boardroom, at property etc.

7.       Indicate the Start and End date either by using the Calendar drop down or simply highlighting

the field and entering the date.

8.       Indicate the Start and End time either by using the up or down arrows, or simply highlighting

the field and entering the time. Alternatively, if it is an All Day Event then activate the .

9.       Enter Contact Details See - Enter a new Contact (Person)

10.     Enter any Notes if required.

11.     Click Save and Close to save the information entered; alternatively click on the X at the top

right corner of the Active window, a message will appear “Do you want to save changes?” Select Yes, No or Cancel accordingly.

12.     If the appointment is for the user currently logged on the appointment will be displayed in the

grid on the users Home Page.

13.     Appointments made for other staff will appear in the calendar and on their own Home Page

Appointments for a selected date range and staff member can be printed by selecting the  button.