CRM Manager Appointments and Actions (List)
The Appointments and Actions (List) tab provides a read-only view of appointments and actions recorded in CRM Manager.
This view presents the information in a list format, making it easy to search, filter and review activities across users and customers.
If you prefer a calendar-style view, see CRM Manager Appointments and Actions (Diary).
For information about additional CRM Manager functions, see CRM Manager Other Actions Menu.
NoteThe information displayed in this tab is read-only. New appointments and actions must be created from the CRM Manager Appointments and Actions (Diary) tab.
Screen Layout
The Appointments and Actions (List) tab consists of three areas:
- Filters
- Grid
- Grid Colour Legend Footer
Whenever a filter is changed, click Go to refresh the grid and display the updated results.
Filters
The filter section allows you to refine the appointments and actions displayed in the grid.
User
Filter records by user.
NoteThis filter applies to the user the appointment or action is assigned to, not the user who originally created it.
Traffic light filtering is available for this field.
Type
Filter by activity type.
Available options include:
- Appointment
- Action
- Complete Action
- Overdue Action
- Past Appointment
Traffic light filtering is available for this field.
URN
Filter by customer or supplier URN.
Use the lookup button to search for and select a customer or supplier record.
Traffic light filtering is available for this field.
Description
Filter records by keywords within the description.
This can be useful if your business uses naming conventions such as:
- Urgent
- Follow Up
- Call Back
Entering a keyword will display only records containing that text.
Not Filter
Use the Not filter alongside the Description filter to exclude specific text from the results.
For example, you could search for all records containing "Email" while excluding records containing "Completed".
Date From and Date To
Filter appointments and actions within a specific date range.
Traffic light filtering is available for these fields.
Grid
The grid displays appointments and actions that match the selected filters.
Records are colour-coded to help identify whether they relate to past, current or future dates.
The available columns are described below.
| Column | Description |
|---|---|
| Date | The date of the appointment or action. |
| Day | The day of the week for the appointment or action. |
| Period | Indicates whether the item is in the Past, Today, Tomorrow, This Week, Next Week or Future. |
| Time | The start time of the appointment or action. |
| Type | The activity type, such as Appointment or Action. |
| Description | The description entered against the appointment or action. |
| Company | The associated customer or supplier, where applicable. |
| User | The user the appointment or action is assigned to. |
NoteIn the Day column, a yellow background indicates the first day of a new week. The corresponding week number is displayed in brackets.
Context Menu Options
Right-clicking a record in the grid provides additional options.
Goto Customer
Opens the related customer record, where applicable.
This allows you to quickly review customer information associated with the selected appointment or action.
Reassign User
Reassigns the selected appointment or action to a different user.
This can be useful when responsibilities change or when activities need to be transferred between team members.
Clear Selection
Removes the current grid selection.
Grid Colour Legend
The colour legend displayed at the bottom of the screen helps you identify records at a glance.
Colours indicate whether appointments and actions fall into categories such as:
- Past
- Today
- Tomorrow
- This Week
- Next Week
- Future
This visual indicator makes it easier to prioritise activities and identify overdue items quickly.