23 Itinerary
From TrueERP wiki
Itinerary
Where do you produce an Appointment Itinerary for each Rep?
Creating Appointments from a repair gives you the ability to create an itinerary for Reps. To view, modify or print an itinerary you should go to the Main Calendar
- To view Appointments select the Appointments Module and then select the Main Calender button
- From this view you can see all Appointments and can move or amend the duration by Dragging and Dropping
- To create an Intinerary select the Appointments Module and then the Print Appointments button
- Select the Date Range required
- Select the Rep required or check the All Reps box
- Select Print Itinerary - this is a selection of the layout type, not a command to print at this time
- You may now choose to Print, Preview or E-mail the itinerary layout
