Difference between revisions of "Appointment Status"
From TrueERP wiki
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== Overview == | == Overview == | ||
| − | Appointment Status types are used to help you track appointment activity in progress. You can define Appointment Statûs in any way that suits your business such as by activity, outstanding issues, finance etc. | + | [[Appointment Status]] types are used to help you track appointment activity in progress. You can define [[Appointment Statûs]] in any way that suits your business such as by activity, outstanding issues, finance etc. |
==== How to Create Appointment Statûs ==== | ==== How to Create Appointment Statûs ==== | ||
| − | *Select Appointments tab | + | *Select [[Appointments]] tab |
| − | *Select Appointment List button | + | *Select [[Appointment List]] button |
| − | *Select an Appointment | + | *Select an [[Appointment]] |
| − | *Enter a new Appointment Status in the Status and tab out | + | *Enter a new [[Appointment Status]] in the Status and tab out |
| − | *You will be asked if you want to create a new Appointment Status - Select Yes | + | *You will be asked if you want to create a new [[Appointment Status]] - Select Yes |
| − | *Enter a name for the Appointment Status in the TYPE column | + | *Enter a name for the [[Appointment Status]] in the TYPE column |
| − | *Enter a description for the Appointment Status | + | *Enter a description for the[[ Appointment Status]] |
*If this is to be the Default status, tick the check box (only one type can be the default) | *If this is to be the Default status, tick the check box (only one type can be the default) | ||
*Select OK to save | *Select OK to save | ||
Revision as of 11:42, 9 March 2011
Overview
Appointment Status types are used to help you track appointment activity in progress. You can define Appointment Statûs in any way that suits your business such as by activity, outstanding issues, finance etc.
How to Create Appointment Statûs
- Select Appointments tab
- Select Appointment List button
- Select an Appointment
- Enter a new Appointment Status in the Status and tab out
- You will be asked if you want to create a new Appointment Status - Select Yes
- Enter a name for the Appointment Status in the TYPE column
- Enter a description for the Appointment Status
- If this is to be the Default status, tick the check box (only one type can be the default)
- Select OK to save
