An Entry Type can be selected when adding a General Appointment in to the Diary, to help identify the subject of the appointment.
An example might be a survey, a safety check, a photo appointment, a property inspection, or meeting.
Note
Diary entry types can only be added to your General Appointment options by the Group Administrator in your branch who has access to System Administration
- Click Tools on the main toolbar
- In the dropdown menu, click Templates and admin
- Click System Administration on the side menu
- Click Group Settings
-
In Group Settings, scroll down and click Diary Sub-Types
- You can also access Diary Sub-Types from within Diary Colours
- Scroll to the bottom of the General Diary Event Sub-Types List and click Add New Code
- Fill in the details of the new diary type in the Name, ShortName and Description fields
- Click Create to save it to the General Diary Event Sub-Types List
This new Diary Event will be available to select from the Entry Type dropdown menu when creating a General Appointment from the Diary, or from a contact or property.