19 Itinerary
From TrueERP wiki
Itinerary
Where can you print a Reps Itinerary from?
Select the Appointments tab Select the Print Appointment Select the Date Range required "From" and "To" Select an Individual Rep from the drop down menu or leave "All Reps" ticked Select the "Print Itinerary" tick box to print the Itinerary from the Portrait style template Alternately... Select the "Print List" tick box to print the Itinerary from the Landscape style template Select the "Include Follow-Ups" tick box if you wish to print either form with the Follow-Ups displayed Select Print or Preview as required Select Email to email the Itinerary to the selected Rep or All Reps (NB: Reps must have an email assigned to the Employee/Rep card)
