Once a diary resource or resource type has been added you can amend its details at any time. You can also remove entries completely if they are no longer used or archive them if you no longer need them for new appointments.
To edit a diary resource or type:
Use this procedure to change the details of an existing diary resource or diary resource type.
In Firm Options, open the Diary folder.
Click Diary Resource Types or Diary Resources. The existing entries are displayed in the right-hand pane.
Right-click the entry you want to change and click Edit.
You can also double-click an entry.
When the appropriate dialog box opens, amend the details as required.
Click OK to save your changes.
To delete a diary resource or type:
Use this procedure to remove an existing diary resource or diary resource type if it is no longer required. However, you can only delete a diary resource or type if it is not linked to any records. Where this is the case, you should archive the entry instead so that it remains visible against existing records, but cannot be selected for new appointments.
In Firm Options, open the Diary folder.
Click Diary Resource Types or Diary Resources. The existing entries are displayed in the right-hand pane.
Right-click the entry you want to remove and click Delete.
When prompted to confirm, click Yes to continue or No to cancel.
If the entry is already being used in the database, then it cannot be deleted. A message will be displayed preventing you from proceeding.
To archive a diary resource or type:
Use this procedure to archive an existing diary resource or diary resource type that has been used, but is no longer required. This ensures that the particular entry can no longer be used, but will remain visible against records that already use it.
In Firm Options, open the Diary folder.
Click Diary Resource Types or Diary Resources. The existing entries are displayed in the right-hand pane.
Right-click the entry you want to archive and click Edit.
You can also double-click an entry.
When the appropriate dialog box opens, tick Archived.
Click OK to save your changes.