Amending a call

Calls and appointments may need to be changed for a variety of reasons:

• A date or time change
• Completing a planned contact
• Adding notes

Contacts are visible in the diary, or on the History or Future pages of the customer or location record.

1. Find and open the contact
2. Edit the content as required
3. Click the Save button to confirm the changes

OR

To change the date and time of a future contact, click and drag the diary entry to the new timeslot

Depending on your system set-up, you may not be able to edit contacts in finalised closed weeks