Diary (CRM)

Diary (CRM)

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https://reapit.atlassian.net/wiki/spaces/RW/pages/364609782

 

Change diary settings - including add/remove offices & users/negotiators

The diary settings menu allows you to choose how to display appointments and also whose diaries to view - this page covers how to access the diary settings and explains each option in the settings menu plus other diary view settings

Mark an appointment as a virtual appointment

From version 12.126, any appointment added in the diary can be marked as a virtual appointment

Share Outlook calendar & set permissions

How to set-up permissions for other users in your organisation who create diary entries in Reapit

Configuration options (diary)

Click this link for information on diary-specific configuration options