Difference between revisions of "4 Source Tracking Appointments"

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

@@ Line 1: / Line 1: @@
-Source Tracking/Appointments
+'''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
+To utilise '''Source Tracking''' you can also search for '''Appointments''' that have been created through
-        Source Tracking.
-Click Appointments on the Left Hand side of screen then click on  Main Calender.
+'''Source Tracking.'''
-This will show any appointments that have already been made. Double click on the Appointment you
-        wish to check, this will open the Appointment Box, click on Company and pick the Company you wish to
+*From the '''Main Menu''' select the '''Appointments''' module and then the '''Main Calender''' button. &nbsp; &nbsp;
-        look into.
+*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
+*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.