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1. Access contact details from diary appointment

From diary appointment:

  • When more than one vendor/landlord or applicant/tenant is present on a property/applicant/tenancy record, their names will be shown on the appointment screen as a link

2. Contact details

In the example above, two vendors and two applicants are involved in the viewing appointmenton the property and applicant record:

  • Click a link to view their contact details

  • Select the name on the left to view the their contact details on the right

Tip

Icons to the right of the contact type provide shortcuts to sending an email, as well as making a call or sending an SMS (where enabled)

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