Open Appointment

Date & Time Fields:

Date	Appointment date and day of week.

Time from

Appointment time from.

Time To

Appointment time to.

Address Fields:

Address

Appointment address.
Press the

button to import a customer address.
Press the

button to map appointment address or click on Actions - Map Appointment Address.
Press the

button to print an address label or click on Actions - Address Label.

Telephone

Telephone number of origin address.
Press the

button to import a customer telephone number.

Appointment Fields:

Creator

Initials of creator and name of user.

Status

Appointment status.

Surveyor

Initials of surveyor and name of surveyor.

Directions Fields:

Directions to appointment address.

Customer Fields:

Trader

Name of trading company.

Corporate

Name of company.

Company

Name of company.

Origin Fields:

Address

Origin address.
Press the

button to map origin address or click on Actions - Map Origin Address.

Property

Description of property.

Enquiry Fields:

Product

Product type.

Tentative date

Tentative moving date.

Enquiry Source

Description of enquiry source.

Destination Fields:

Address

Destination address.
Press the

button to map destination address or click on Actions - Map Destination Address.

Property

Description of property.

Exported to Survey Administer

Exported to Survey Administer.

Save	Close window and save any changes you have made.

Close window.

TIP

If the appointment address is in a postal code you would like to prospect, then pressing CTRL+O will automatically add the outcode section of the postal code to the prospecting file.

Page url: http://help.moveadminister.co.uk/updateappointment.htm