List View of Appointments?
I currently use the below format for recording customer visits and our sales person visits - (names are omitted).
I've come to the point that we are getting more and more repeat visits, but I would need to keep changing the above information each time an appointment is made in addition to adding the information in a note.
I would like to know if there is a better way to have some sort of list format so I can see how many appointments and how often and who attended etc either showing on the account or on potential module?
Thanks