View all contact details in diary appointment
This guide has been reviewed against our global client base and classed as relevant to all regions
From 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:
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2. Contact details In the example above, two vendors and two applicants are on the property and applicant record:
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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