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 can be opened from the diary, from the History or Future pages of the customer or location record and, if the contact was created recently, from the Recently Used list.

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

Important: Depending on your system set-up, you may not be able to edit contacts in finalised closed weeks. In this case you should contact your line manager to re-open the week for you.