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This guide has been reviewed against our global client base and classed as relevant to all regions |
An From AgencyCloud 12.133+, an appointment can be marked as a 'repeat' - this is particularly useful for viewings, as it allows a repeat viewing to be clearly identified from a first viewing
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From AgencyCloud 12.156+, this feature has been enhanced via a duplicate function along with reporting options for repeat viewings, click here for more information:
Book & identify second/repeat viewings |
1. Marking an appointment as a repeat From the diary appointment: |  Image Removed Image Added |
2. Repeat appointment in diary From the diary: |  Image Removed Image Added |
3. Repeat appointment in diary grid When viewing appointments from the Organiser grid, repeat appointments can be identified From the Organiser, My Appointments panel header: Click Pop out into full results icon
The Text Diary window is displayed
The Repeat column needs to be added to the grid (and saved) - this is a one-off task
Right-click over the grid column headings, select Pick columns then click Repeat, then click Save grid layout
Click the Repeat column heading to sort the list of appointments, or click to the right of the heading for options to filter or group the list The Repeat column can also be moved to another position in the grid
After moving, right-click over the column headings and select Save grid layout
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This screen can be set up to show yes/no results as a tick/cross image instead To set this up, right-click over the column headings and select Show yes/no as image then right-click again and click Save grid layout |
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4. Repeat appointments in Power Report grid After running a diary Power Report, when viewing the report results list a Repeat column can be added (and saved) on the grid  | Tip |
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Adding & saving the Repeat Add & save repeat column to the grid: Right-click over the column headings, select Pick columns and click Repeat This adds the column to the right side of the grid, click and drag it into the desired position - then right-click over the column headings again and click Save grid layout
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How to mark an appointment as a repeat appointment - particularly useful for viewings |
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