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Practice Manager Contact - Show client name on a diary event in Practice Manager Contact

Updated over a month ago

Practice Manager Contact can 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 this for an event rather than their reference code:

  1. Log in to Practice Manager Contact.

  2. Go to View, select your chosen Planner.

  3. Right-click on the Date Title bar.

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

    Dropdown Options menu for date title bar in planner
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