How to customise the diary appointment information [Video]

In this training video, you can learn how to customise the information that is shown within a diary appointment. This can be used to set up the visible information for sales and installation appointments, along with Google Calendar syncing.

In Brief

  • Navigate to Settings → My Settings → Diary → Display Info. and click the Appointment Information button

  • Using the Delete Row button you can remove the lines that you don't want to include

  • Click Add Row to add a new line

  • Label - Free text shown before any database infromation

  • Data Table - The database that you would like to pull the information from

  • Data Field - The required field within that database

  • By entering a number into month, week and day view fields you can choose which order this information is displayed

  • Using the same process you can customise the diary information for Leads, Installation, Service Calls & Google Calendar

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