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Search work flow scheduling for appointments

Submitted by Katrina on Fri, 25/06/2021 - 15:53
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Hopefully someone can tell me how you search in the work flow for an appointment in the future - preferably by Client surname.

Thanks

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Re: Search work flow scheduling for appointments

Submitted by tanderson on Fri, 25/06/2021 - 15:59.

If you know the customer, you can go to Customers - Information and click on the appointments tab.

Clicking on one of the listed appointments will take you through to appointment in Workflow - Scheduling.

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