Simon Clive: Created page with "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 Individua..."

2011-06-28T04:42:58Z

Created page with "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 Individua..."

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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)

19 Itinerary - Revision history

Simon Clive: Created page with "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 Individua..."