From docs
Jump to: navigation, search

Path: Callproof Support - Website - Dashboard - Appointments

Index of Appointments within Callproof

What are Appointments?

Appointments under Dashboard is a record of all appointments within Callproof. Results can be sorted by Employee and/or date range.

Clicking the contact company or contact will allows users to edit the contact.

The Followup column shows if a followup was scheduled when the appointment was closed.

The Green + sign quickly allows users to add a Followup to an appointment.

To delete an appointment, click the red X. Only managers have this right.

Search results can be exported to .csv files. Click Export Appointment Search Results on top or bottom of the search results.