Overview

We improved how appointments are organized in the Contacts and Conversations tabs so it’s easier to see what’s coming up next and what happened most recently.

Previously, appointments were not always shown in an intuitive order, which could make it harder to identify the next upcoming appointment or the latest completed interaction.

With this update, appointments are sorted chronologically based on status to help you review customer interactions more efficiently.

What’s new

Upcoming appointments are sorted by nearest first

Upcoming appointments appear in ascending date order. The appointment happening soonest is shown at the top of the list.

Example: If a contact has appointments on June 10, June 15, and June 20, the June 10 appointment appears first, followed by June 15 and June 20.

Past appointments are sorted by most recent first

Past appointments appear in descending date order. The most recently completed appointment is shown at the top of the list.

Example: If a contact previously had appointments on June 1, May 25, and May 10, the June 1 appointment appears first, followed by May 25 and May 10.

Quick access to appointment details

You can view appointment details directly from the Appointments tab using the View action, so you can review information and take action without navigating elsewhere.

Why this matters

• Makes upcoming appointments easier to identify.
• Shows the most recent customer interactions first.
• Reduces time spent searching through appointment history.
• Creates a more intuitive experience in Contacts and Conversations.