Working the Next Appointment


When it's time to work the appointment list, use the Next 50 Open option to return a list of upcoming appointments in order.  The number of next appointments to list can be changed in System Options.  

To obtain the Next 50 Open list: 

  1. Select Associate > Appointments > Next 50 Open.  The Next 50 Appointments window will appear with the current user's appointment list of up to as many appointments as are set in System Options.

     
  2. Select the record for the appointment with which you want to work and select Edit.
  3. Work the appointment and record the results as described in the section entitled Finding and Editing an Appointment.

 

Updated on Thu, 08 Apr 2021 by Angela Chiaravalle

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