Display All Record Associations for an Appointment in Planner

Record Management

What’s new?

Planner now displays records of attendees and references for an appointment. Any Candidate, Contact, Lead or Opportunity associated to an appointment will display along with appointments for any Job. Previously, only references and the first attendee displayed. Now, multiple attendees will display in the References column.

Why does it matter?

This enhancement aids clients in accurately understanding appointments activity of their sales and recruitment teams.

Who is this for?

The change benefits the following roles:

• Director of Sales

• Sales Leader

• Account Manager

• Recruiter