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Client/Job Diary

Client/Job Diary

Owned by Julie Doyle-Whitelock (Deactivated)
Last updated: Feb 04, 2019

The Client/Job Diary screen is used to display all diary appointments and tasks for a single client or job. Appointments and Tasks on the Client/Job Appointments list are sorted by date with the most recent dated appointment appearing at the top.

New diary entries can be entered by clicking the New button.

Procedures

Creating A Diary Entry

  1. Click New. The General tab of the Diary Entry dialog will be displayed.
  2. Enter the details.
  3. Select the Notes tab.
  4. Enter any notes.
  5. Click OK. The dialog will close and a new diary entry will be created.