New user interface - diary appointment

Owned by Fiona Hardy
Last updated: Nov 22, 2021
3 min read

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

As part of the new user interface (UI) project, the diary appointment screen has been redesigned to bring it in line with previously redesigned screens

All existing functionality exists but with a refreshed look and feel with enhanced usability features

An example diary appointment screen is shown above

The information below picks out the key new features and enhancements found in the new diary appointment window

1. Appointment time

The appointment from and to time is selected from just two drop down menus

  • Select the From and To times for your appointment from the drop down menus

    Times are shown in 30 or 15 minute intervals, dependent on your diary settings - to change this, see 1a 

  • Specific times can be entered by over-typing into the From and To fields

 

From the main diary screen, in the Display panel (on right):

- Click the cog icon

- Select Use 15 minute intervals 
Or, if currently set to 15 minute intervals, deselect this option to set to 30 minute intervals

2. Using recently accessed records list

  • Typing in the search field will automatically display the list of recently accessed records

    You can still right-click over the search field to pick from this list too

  • If the required record isn't in the recently accessed list, press enter (or clicking the magnifying glass), as usual, to access the search screen

 

3. Preview panels, linking to related records & enhanced features

The right-hand side panels show more information about the selected records with enhanced features (some seen in other areas within the system)

  • Click the pencil icon to access the record (e.g. applicant, tenant)


    • From a property record, select View property

    • Option to switch between Show pictures and Show map view - see 3a

    • With Show map selected, click and drag to move the map and  zoom in/out using the mouse wheel


  • Click key icon to access the viewing arrangements and keys screen


  • Icons beside contact details offer shortcuts (for example: send email/SMS or copy)

- Clicking the pencil icon on a property offers the option to switch between Show map and Show pictures view

- When Show pictures is selected, hover over the image and use arrow buttons to scroll through

 

The viewing tour and open house appointment screens currently still use the legacy user interface but will  be updated to the new interface soon

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