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Customer File: Appointments

In each customer file you can view the past and future appointments of a customer in the Appointments menu item.

The prerequisite for this is that you select existing customers from the suggestion list in the Appointment entry. Only this way will new appointments be added to the existing customer file.

Open Appointments
In the Open Appointments submenu item you can view all appointments of the customer in the future.

Appointment Archive
In the Appointment Archive submenu item you can view all appointments of the customer in the past.

Deleted Appointments
If you are missing an appointment for the customer in the calendar, you can click on Show deleted appointments in both the list of open appointments and in the appointment archive to view the deleted appointments as well.

For more information on Appointment search click here.

If you want to track exactly which employee created, modified, or deleted an appointment at what time, activate the Employee PIN function