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This guide has been reviewed against our global client base and classed as relevant to all regions

From AgencyCloud version 12.162+, the contact details for all parties involved in an appointment are accessible from the diary appointment screen (prior to this, only the main vendor/landlord/tenant/applicant details were shown)

This enhancement allows all contact details for both the main and joint vendor/landlord/tenant/applicant involved in an appointment to be viewed from within the diary appointment screen

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

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2. Contact details

In the example above, two vendors and two applicants are on the property and applicant record:

  • Click a link to view contact details

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

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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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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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The contact details for all parties involved in an appointment are accessible from the diary appointment screen

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