Simon Clive at 04:32, 20 October 2011

2011-10-20T04:32:54Z

Simon Clive: Created page with "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, modif..."

2011-06-30T01:01:01Z

Created page with "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, modif..."

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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

How to view appointments.

Select Appointments tab
Select Main Calender button

From this view you can see all appointments and can move or amend the duration by dragging and dropping

How to create an intinerary

Select Appointments tab
Select 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

@@ Line 1: / Line 1: @@
-Itinerary
+'''Itinerary'''
-Where do you produce an appointment itinerary for each Rep?
+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
+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'''
 an itinerary you should go to the Main Calendar
-How to view appointments.
+*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'''
-Select Appointments tab
+*To create an '''Intinerary''' select the '''Appointments''' Module and then the '''Print Appointments''' button
-Select Main Calender button
+*Select the '''Date Range''' required
+*Select the '''Rep''' required or check the '''All Reps''' box
-From this view you can see all appointments and can move or amend the duration by dragging and dropping
+*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
-How to create an intinerary
-−
-Select Appointments tab
-Select 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

23 Itinerary - Revision history

Simon Clive at 04:32, 20 October 2011

Simon Clive: Created page with "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, modif..."