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Practice Manager Contact - How to show a client's name on a diary event?

Updated over 3 weeks ago

Access Practice Manager Contact has the ability to display your client's contact name rather than their reference number against diary events.
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To enable the diary option to show your client's contact name for an event rather than their reference code:

  1. Go to View, select your chosen Planner.

  2. Right click on the Date Title bar.

  3. In the drop down Options menu, select the Contact Name, in a similar fashion you can select the other options you want and de-select the options you do not want.

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