View Messages and Appointments

View Messages and Appointments View messages and appointments

Searching Messages or Appointments using the filter options is just another way Arborgold can increase efficiency in the workplace! You can easily view all messages that have been left by accessing the Phone Center and clicking on View Messages.

The Message List

1. Phone Center (Left Hand Navigation) >> View Messages Tab

2. Enter in Message search criteria. Example: From - To date range, by Salesperson, Subject, or Status

3. Click the Filter button.

The Appointment List

You can easily view all appointments that have been set by accessing the Phone Center and clicking on View Appointments.

1. Phone Center (Left Hand Navigation) >> View Appointments Tab

2. Enter in Appointment search criteria. Example: From - To date range, by Salesperson, Subject, or Status

3. Click the Filter button.

Also refer to our help center article on Management Considerations which includes an overview of user preferences available to help you personalize your use of these screens.