This article explains what the Agenda view in the diary offers.
The Agenda has many benefits to view specific information relating to appointments/reminders.
You can see a list of:
- Notifications of which quotes have been Accepted and Rejected
- Appointments (unplanned and unplanned for the day)
- Form document reminders (these are automated reminders setup once a certificate has been completed)
- Reminders set up in Powered Now
To access the Agenda view in the diary you'll need to go to the Diary tab on the left side.
After this select the dropdown from Day to Agenda.
On the right-hand side of the Agenda, there's a filter to select which items you would like to look at specifically.
