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(Created page with "Source Tracking/Appointments Can you find an Appointment from Source Tracking? To utilise Source Tracking you can also search for Appointments that have been created through ...")
 
 
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Source Tracking/Appointments
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'''Source Tracking/Appointments'''
  
Can you find an Appointment from Source Tracking?
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Can you find an Appointment from Source Tracking?  
  
To utilise Source Tracking you can also search for Appointments that have been created through
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To utilise '''Source Tracking''' you can also search for '''Appointments''' that have been created through  
        Source Tracking.
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Click Appointments on the Left Hand side of screen then click on  Main Calender.
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'''Source Tracking.'''
This will show any appointments that have already been made. Double click on the Appointment you
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        wish to check, this will open the Appointment Box, click on Company and pick the Company you wish to
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*From the '''Main Menu''' select the '''Appointments''' module and then the '''Main Calender''' button.    
        look into.
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*Double click on the '''Appointment''' you wish to check which will then open the '''Appointment''' card <br>
On the right hand side you will see a box with the Source used to find this Customer, once you have
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*On the right hand side you will see a box displaying the '''Source''' used to find this Customer <br>
      checked that this is all correct you can save.
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Latest revision as of 13:46, 19 December 2011

Source Tracking/Appointments

Can you find an Appointment from Source Tracking?

To utilise Source Tracking you can also search for Appointments that have been created through

Source Tracking.

  • From the Main Menu select the Appointments module and then the Main Calender button.    
  • Double click on the Appointment you wish to check which will then open the Appointment card
  • On the right hand side you will see a box displaying the Source used to find this Customer