Viewing Appointment History

If you marked the option to Keep Appointment History in the Service Options window, you can view all changes made to an appointment. The three appointment actions that are tracked in the window are: Insert, Update, and Delete. Information is recorded when an appointment is created when changes are made to it, and when it is deleted. You can resize and rearrange the columns in the window. Rearrange the columns by dragging and dropping the column headings. Sort the information in ascending or descending order by selecting a column heading. Select the Default Sort button to sort all events by date and time, in ascending order.

1. Select Cards > Service Management > Dispatch Board.
2. Select a service appointment in the scrolling window and zoom on the Appointment field to open the Appointments window.
3. Select the appointment history button in the Appointment field to open the Appointment History window.