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From full appointment details screen:

Viewing Arrangement notes

When Viewing Arrangements have been added via the Viewings & Keys screen on the Reapit CRM product, the notes will be shown here:

  • Where no viewing arrangements have been added, this section will not be shown

  • If you need to edit (or add) viewing arrangement notes, this currently needs to be done via the Reapit CRM product

    • From property, click Viewings & Keys button and enter text in the Viewing Arrangements field

Entry comments

The field below Viewing Arrangement notes displays the entry comments from the diary entry:

  • This field is editable to allow notes to be added/edited

  • After making changes, tap Update (bottom left)

Full appointment details - property and attendee info plus notes.png

Follow up tab

From full appointment details screen:

  • Tap Follow Up tab and complete the follow up information
    For more information on using both this screen and the homepage for follow ups, see links below

    Home page - follow up appointment.pngImage Added
Tip

The Reapit Go homepage has a panel which displays the total number of appointments that are due to be followed up for the logged in user, click here for information on using this:
https://reapit.atlassian.net/wiki/spaces/RW/pages/edit-v2/2445213706#Appointments-to-follow-up

For more information on following up an appointment and other related features, click here:
Appointment follow ups on Reapit Go

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