Appointment Diary

The Appointment Diary displays all appointments for the current week.  Pressing F4 is a shortcut to opening this screen.  

Weekly View

When the screen is first opened, you will land on the Weekly view (tab):

The date range of the weekly view can be adjusted using the calendar at the top right of the window.

Appointments will be listed for each day on the left.  For instance, the below appointment is for user MWA, with North Pole Company, at 13:00, for 1 hour in Meeting Room A.

The icons on the top right of each day   allow you to view Job details (if applicable), add a new appointment, complete an appointment, or delete an appointment.

Double clicking on an appointment allows you to view more detail, or make edits:

Active Tasks For Everyone at the bottom right of the tab displays the tasks and appointments for all employees. 

Double click to view details or click the “c” icon to complete a task.

Daily View

Click on the Day tab at the top of the screen to view a daily view of appointments for staff. 

The Day tab displays an alternative view of appointments scheduled for a day or date range

The top panel displays all appointments for the date(s) selected.  Appointments can be added  , edited  , completed   or deleted  .  The   icon will toggle the view to be the same as the view when allocating a survey to a sales representative.

The bottom panel shows a calendar view, broken apart by date and by employee.  Double click on a time slot to set an appointment for that time for that employee: