Sale & Appointment
How to enable "drag & drop" for appointments?
1. Click on Setting
2. Click on APPOINTMENT SETTING
3. Select On for Drag & Drop Appointment
4. Select which action to do when appointments are overlapping existing appointment
Ignore: Users can place another appointment on top of the current appointment
Warn: WESS will warn users when placing another appointment on top of an existing appointment
Do Not Allow: Users are restricted from placing another appointment on top of the current appointment
5. Click on SAVE
6. Make sure the settings have been saved
7. Click on Sale & Appointment
8. Click on APPOINTMENT
9. Click and hold the appointment to move it to another employee or time
10. Make sure the change has been saved
[!] You can click on Undo to reverse the action
Last Update: Aug 2023