DiMarAg Hub · Public Help
General product guidance for agencies and clients. These guides are pending workflow validation; read each review notice. Access to account information and actions still requires sign-in and permission.
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Frequently asked questions
FAQ-063How do I edit an appointment and return to its related client or lead?Appointments, calls and agreements · Agency and team
Open the appointment from Appointments and select Open full record. Save any section you changed, such as requester details, notes, or tasks. The top links ← Appointments and ← Client or ← Lead return to the related record when that association exists. If the appointment is already completed, select Edit before making corrections.
Save changes before leaving; navigating away does not save them.
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