Diary: calls, viewings and reminders
Assign tasks to a specific employee and record their timing and outcome.
Assign tasks to a specific employee and record their timing and outcome.
Use your own account. Available sections depend on your permissions and the modules enabled for your agency.
Where to find it
Services → Planner
Planner · Remind
Step-by-step instructions
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Add a diary task with a title, type, assignee, date and time. For a viewing or call, link the property or client where available and select an advance reminder.
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Mark the task done after completing it. To reschedule, change its date rather than creating a duplicate; check the time and notification method available to your account.
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Save your changes and reopen the record. Check that the values are correct; if a validation message appears, correct the highlighted fields.
Check the result
The client record should have current contacts, a responsible agent and a clear next step. Check the linked request, offers or selection you worked on.
If something goes wrong
If a menu item or button is missing, ask your administrator to check your permissions and the module. Do not create another record just because the first attempt is not immediately visible.
