How do I assign records to appointments?

You can assign properties, applicants, landlords, tenancies and contacts to appointments in the diary as and when relevant to. The way you attach each type of record is the same, so we'll use a property example here but the same rules can be applied to attaching any record.

In your appointment form, click the plus symbol next to the relevant heading:

This opens a form from which you can attach a recently viewed record (1), search for an existing record (2) or create a new record (3).

If you assign a recently viewed record or an existing record, all you will need to do is click on the record and it will take you back to the appointment with it now assigned. If you create a new record, the system will take you through the relevant wizard and then return you to the screen with the record assigned.