Finding and Editing Appointments


To Find and Edit an appointment:

  1. Click Associates > Appointments > Find.  The Find Appointments window will appear.

     
  2. Enter desired criteria and click Find.  A list of matching appointments will appear.
  3. Select the appointment you wish to work with and click Edit.  Alternatively, you can double click.
  4. Make any desired changes, then click Save/Close.

 

Updated on Mon, 03 Apr 2023 by Angela Chiaravalle

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