Identify repeat viewings/appointments

Owned by Fiona Hardy, created
Last updated: Oct 18, 2023
3 min read

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

From version 12.133+, an appointment can be marked as a 'repeat' - this is particularly useful for viewings, as it allows a repeat viewing to be clearly identified from a first viewing

From version 12.156+, this feature has been enhanced via a duplicate function along with reporting options for repeat viewings, click here for more information:
Book & identify second/repeat viewings (via duplicate viewing option)

1. Marking an appointment as a repeat

From the diary appointment:

  • Enter the appointment details, as usual

  • Tick Repeat

 

2. Repeat appointment in diary

From the diary:

  • The appointment is shown as (Repeat)

    When a repeat appointment is not fully visible in the diary, the (Repeat) flag can be seen when hovering over the appointment

3. Repeat appointment in diary grid

When viewing appointments from the Organiser grid, repeat appointments can be identified

From the Organiser, My Appointments panel header:

  • Click Pop out into full results icon
    The Text Diary window is displayed

    The Repeat column needs to be added to the grid (and saved) - this is a one-off task
    Right-click over the grid column headings, select Pick columns then click Repeat, then click Save grid layout



  • Click the Repeat column heading to sort the list of appointments, or click to the right of the heading for options to filter or group the list

  • The Repeat column can also be moved to another position in the grid
    After moving, right-click over the column headings and select Save grid layout

This screen can be set up to show yes/no results as a tick/cross image instead

To set this up, right-click over the column headings and select Show yes/no as image then right-click again and click Save grid layout

4. Repeat appointments in Power Report grid

After running a diary Power Report, when viewing the report results list a Repeat column can be added (and saved) on the grid

  • Click the Repeat column heading to sort the list, or click to the right of the heading to group or filter the list

Add & save repeat column to the grid:

  • Right-click over the column headings, select Pick columns and click Repeat

  • This adds the column to the right side of the grid, click and drag it into the desired position - then right-click over the column headings again and click Save grid layout

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