Calls & Appointments
Booking a follow-up appointment
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Create your follow-up appointment from a previous diary entry
- From the diary, select the contact entry and click the View/Edit Contact action OR right-click the contact entry and select Open Contact from the drop-down menu
- Click the Book Next Appointment action
- Amend the date to the next appointment date in the call record that opens
- Click the Save and Exit button to return to the diary