Deleting an appointment

Calls and appointments may need to be deleted and removed from the diary either because they did not take place or because they were cancelled in advance.

  1. Open the contact record from the diary or from the customer record Future page
  2. Scroll down to the System Data section
  3. Untick the Active checkbox
    Inactivate call
  4. Click the Save and Exit button to confirm the change

The appointment will be removed from your diary and will not be counted in any reports

Important: Incomplete speculative appointments will be removed from the calendar automatically when you close your week