A quick view of the diary can be accessed from the Home tab on the main toolbar. The view can be filtered to show an individual branch and users diary, on a selected date.
- Click the Home tab on the main toolbar
- Click Appointments in the Home screen side menu
- The Appointments landing page is TODAY. Click All Branches and All Negotiators to view another branch and users appointments
- Click TODAY and select another date in your diary for that days appointments
- Click Open on the right side of a line for quick access to more details about the appointment
The entry type, diary notes and associated property will only show if these have been completed in the appointment