Page Comparison

1. Create duplicate viewing appointment

The option to create a duplicate appointment is only available for viewing appointments

From viewing appointment:

• Click Duplicate (top left)

2. Confirm repeat appointment

A prompt will be displayed

• Click Yes

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

2. Repeat viewings in diary & journal

• The repeat viewing is flagged in the diary & the applicant/property journals

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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

For example, the report shown below will return repeat viewings for the London office booked this week

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