Soffront CRM introduces to new option after sending emails from appointments. You can now move the appointment to a particular date directly after sending a mail. To do so follow the steps given below:
1. Click All Appointments to go to the list view of the all the appointments.
2. Click the email address under the Contact column from the list view to send the email. Refer to the image below:
3. The Send email screen will appear as shown in the image below:
Enter the details and click Send Email to send the email.
4. Once the email is sent a confirmation page will appear as shown in the image below:
From this screen you can Reschedule the task as per your requirement. Select an option and click Reschedule. The options are:
a) Next Day – Reschedule to the next day.
b) Next Week – Reschedule to the next week.
c) Next Month – Reschedule to the next month.
d) Days – Reschedule after certain number of days.
e) Specific date – Reschedule to a specific date.
Note: If you reschedule an appointment which has a status anything other than Scheduled the status will be changed to Scheduled.