The Client/Job Diary screen is used to display all diary appointments for a single client or job. Appointments on thethe Client/Job Appointments list are sorted by date with the most recent dated appointment appearing at the top.
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The General tab is used to enter basic information about a diary entry, including location, staff details, date and time, and client contact details.
General Group
Field | Description |
|---|---|
Type | Type of diary entry. The type of diary entry may be pre-determined by the system area from which the dialog is launched. Click the Type popup button to select. Example: Appointment, Task, Restriction. |
Description | Description of the diary entry. The diary entry description may be pre-determined by the system area from which the dialog is launched. Click the Description popup button to select. Example: Sales Introduction, Finance, Colour Selection, etc. |
Location | Location allocated to the diary entry. Click the Location popup button to select. Example: Head Office, Display Centre, On-Site, etc. |
Staff | Staff member allocated to the diary entry. Click the Staff popup button to select. |
Multiple Staff? | This field/function is currently disabled. |
Date/Time Group
Field | Description |
|---|---|
Date | Date of the diary entry. Enter the date of the diary entry or click the Search for a Free Time popup button to open the Search for a Free Time dialog. |
All Day? | Is the diary entry an all day event?
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Block Time | Available block time periods for the diary entry. Click the Block Time drop-down list to select a block time diary entry period. The Time From and Time To fields will be populated. Tip: If the available block times are not applicable, select [Not Applicable] and enter the Time From and Time To fields. |
Time From | Start time of the diary entry. |
Time To | End time of the diary entry. |
Client Group
Field | Description |
|---|---|
Client Name | Name of the client associated with the diary entry. This field is based on the currently selected client listed in the context bar. |
Contact | Primary client contact associated with the diary entry. Click the Contact popup button to select. |
Job Number | Job number associated with the diary entry. This field is locked and cannot be edited. |
Status Group
Field | Description |
|---|---|
Date Booked | Date the diary entry was created. This field cannot be edited. |
Booked By | User who booked the diary entry. This field cannot be edited. |
Status | Status of the diary entry. Tip: The Status field can only be selected when editing a diary entry. |
Complete | Date the diary entry was completed. |
Diary Entry Dialog - Notes Tab
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