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As well as saving time in creating repeat viewing appointments, repeat viewings are flagged as repeat entries in the diary, in applicant/property journals and also via Power Reports, making it easier to establish where/when repeat viewings are taking place
1. Create duplicate viewing appointment The option to create a duplicate appointment is only available for viewing appointments From viewing appointment: Info |
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The option to Duplicate is available on viewing appointments once the appointment has been saved & the screen is re-opened |
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2. Confirm repeat appointment A prompt will be displayed | Image Modified |
3. Duplicate appointment created From duplicate viewing appointment: Update date & time for the repeat viewing Complete all other areas for the viewing as normal, such as general notes, Confirmed boxes & Follow Up date Repeat box is automatically ticked to identify the repeat appointment Save and exit Image Modified |
2. Repeat viewings in diary & journal |
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3. Repeat viewings in Power Reports Repeat criteria and a repeat grid column has been added to the diary reporting function in Power Reports Info |
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When running a diary report, a Repeat criteria option is available, allowing you to run a viewings report filtered by whether the appointments is a repeat |
For example, the report shown below will return repeat viewings for the London office booked this week Image Modified Info |
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When running a diary report, a Repeat column is always available on the grid results screen which is useful when reporting on viewings |
From the report results grid: Click and drag to move column to desired position Then right-click over column headings and select Save grid layout Click Repeat column heading to sort by repeat appointment Click to the right of the Repeat column heading to group or filter the viewings Image Modified |
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A viewing appointment can be duplicated to allow a second/repeat viewing to be booked and to be easily identified |
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