A quick view of the diary can be accessed from the Home tab on the main navigation bar. The view can be filtered to show an individual branch and users diary, on a selected date.
- Click Home on the main navigation bar
- 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
Note
The entry type, diary notes and associated property will only show if these have been completed in the appointment