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View all contact details in diary appointment

View all contact details in diary appointment

Owned by Fiona Hardy, created
Last updated: Oct 13, 2023
2 min read

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:

  • 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

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

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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