Separate follow-up options for appointments - configuration option

1. Appointment screen

Both panels on the right have a Followed Up option

Open

When feedback has been gained from either party:

• Tick the relevant Followed Up box

• Enter follow up notes as usual

  • When both Followed Up boxes on the right are ticked, the appointment is automatically marked as Followed Up in the panel bottom left and the appointment will be removed from the list of appointments to be followed up on the Organiser

  • Ticking the Followed Up box bottom left will automatically tick the individual Followed Up boxes on the right

2. Diary list from Organiser

When viewing a list of diary appointments on the Organiser:
e.g. via the My Appointments or Follow Ups panels

From the panel header:

• Click the Pop out to full results icon (highlighted below)

  Open

  

• The followed up status of an appointment can be identified through the Fu C and Fu V columns:

  Fu C = contact followed up (i.e. applicant/tenant)
  Fu V = vendor/landlord followed up

The grid can be changed to show icons instead of tick boxes:

• Right-click over the column headings and select Show yes/no as image
  
  This will display ticks/crosses instead of tick boxes
  To keep this view, choose Save grid layout from the menu above