Help with the Diary

Overview

Use the diary to help you manage your time. You can add events to your diary and link them to properties and applicants. You can also create a follow up for an event which will appear in your Follow Ups list.

You can view your diary by Day, Week or Branch. You can create a printable list of events from the Day view.

Use Tasks to assign things to yourself or someone else and optionally link them to customers, properties, offers and tenancies.

How do I add an event?

1. Click on the 'Diary' tab
2. Click 'add event'
3. Fill in the details and save the event

How do I view the branch diary?

1. Click on the 'Diary' tab
2. Click on 'Branch'
3. The diary for your branch will be displayed

How do I add an event to a property or applicant?

1. Click on the 'Diary' tab
2. Click 'add event'
3. Add an applicant by using the applicant search on this page
4. Add a property by using the property search on this page
5. Fill in the rest of the details and save the event

The event will be added to the diary. You can also view and add events from the Diary tab of the customer or property.

How do I delete an event?

1. Find the event using the Diary or a linked item
2. Click on the event and then the event subject to get to the Edit Event page
3. Click on 'Delete'
4. Confirm that you want to delete the event by clicking 'Confirm'

How do I cancel a Follow Up?

1. Find the event using the Diary
2. Click on the event to get to the Edit Event page
3. Untick the 'Follow up' tick box
4. Save the event

How do I see all my Follow Ups?

1. Click on the 'Diary' tab
2. Click 'Follow Ups'

You can filter the list to see follow ups assigned to other users.

How do I print a list of today's events?

1. Click on the 'Diary' tab
2. Click on the 'Events' link within the day view
3. Print the page

How do I add a task?

1. Click on the 'Diary' tab
2. Click 'add task'
3. Fill in the details and save the task

How do I add a task to a property or customer?

1. Find the property or customer
2. Click on the Diary tab
3. Click 'add task'
4. Fill in the details and save the task

You will be able to see the task in the diary and also the Diary tab of the linked item.

How do I add a task to an offer or tenancy?

1. Find the offer or tenancy
2. Click on the Tasks tab
3. Click 'add task'
4. Fill in the details and save the task

You will be able to see the task in the diary and Tasks tab of the linked item.

How do I see all my tasks?

1. Click on the 'Diary' tab
2. Click 'Tasks'

You can filter the list to see tasks assigned to other users.

How do I delete a task?

1. Find the task using the Diary, Tasks list or through a linked item
2. Click on the task to get to the Edit Task page
3. Click on 'Delete'
4. Confirm that you want to delete the task by clicking 'Confirm'