1. Loan Servicing User Guide
  2. Customer Service
  3. Customer Service screen’s Customer Service tab
  4. Call Activities sub tab
  5. Cancelling an Appointment

4.5.1.3 Cancelling an Appointment

Using the Call Activities screen, you can cancel an appointment for an account. The account will still appear in the queue on follow up date, but no longer receive a priority.
To cancel an appointment
  1. Open Customer Service screen and load the account you want to work with.
  2. Click Customer Service sub tab and then click Call Activities tab under it.
    Click Add. The system displays Call Activities screen. If you need to change time for the appointment, create a new entry on account’s Call Activities section with the same condition, but enter a new follow up date. If you need to cancel the appointment, create a new entry on account’s Call Activities section with same condition, but don’t check the Appointment check box.

    (To create a new entry, refer Recording a Call Activity section.)

  3. Click Save.

Parent topic: Call Activities sub tab