View Related Appointments

The Related Appointments list displays other appointments for the same service call or job, regardless of the assigned technician. After accessing this view, select the Redisplay icon.  You can see the appointment status, technician name, appointment date/time, appointment description, and completion date. The list of appointments can be sorted by start date or appointment and/or the list can be filtered. This option requires internet access.

• Service appointments automatically show all appointments on the service call.

• Job appointments show only the appointments for the selected date range. The default date range is +/- 1 day. You can select any date range, however, be aware the larger the range the longer it may take to retrieve the data.

The Related Appointments list can be accessed from the Related tab on the Appointments form and, depending on your setup, from the Appointment Completion form via the Related Appointments button.

For information on how to set up the Related Appointments button for the Appointment Completion form, see Service Call Settings.