Link contacts to schedules and view history

Linking a saved contact to a work schedule brings the schedules for that customer or person together in one place.

Link a contact

1. 01

   Create or edit a work schedule

   Choose a work form that includes contact details.

2. 02

   Choose a saved contact

   Instead of entering the person again, select them from ILJI Contacts.

3. 03

   Open history from the contact

   Go to the contact's detail screen to review linked schedules.

What contact history shows

• Upcoming, completed, and canceled schedules
• Schedule counts by status
• The date and key details of each schedule
• A link to open the full schedule record