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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)

Info

The option to Duplicate is available on viewing appointments once the appointment has been saved & the screen is
re-opened

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

Info

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

Info

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

Filter by label (Content by label)
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cqllabel = "viewing" and type = "page" and space = "RW"labelsLetter template editor lte amend letters templates
Note

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

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