Difference between revisions of "Print Appointments"
From TrueERP wiki
(Created page with "<menu name=myMenu align=center> Related Items= Appointment Appointments List Appointment Status Appointments Reports Customers on Support List [[Customise Cal...") |
|||
| (4 intermediate revisions by 3 users not shown) | |||
| Line 14: | Line 14: | ||
[[Support Pricing]] | [[Support Pricing]] | ||
</menu> | </menu> | ||
| − | == Overview == | + | == Overview == |
| + | |||
| + | The Print Appointments section in ERP is used for [[Employee|Employees]] / Reps to view, print, or email their Itinerary. Selecting the Print Itinerary tick box enables the [[Employee]] to view summarised details for the [[Appointments]]. If you select the Print List tick box this will enable the user to view all details entered on the specific appointments. | ||
| + | |||
| + | ==== How to Print Appointments ==== | ||
| + | |||
| + | *Select the Print Appointments button located in the [[Appointments]] section of ERP. | ||
| + | *Select the Date Range that you wish to view, print or email the appointments from. | ||
| + | *Select a specific rep from the drop down, or if you require all reps itineraries, select the 'All Reps' tick box. | ||
| + | *Select either the 'Print Itinerary' or 'Print List' tick box | ||
| + | *Select Print or Preview or if an email address is supplied for the Rep you can email the appointment | ||
Latest revision as of 18:33, 5 December 2013
Overview
The Print Appointments section in ERP is used for Employees / Reps to view, print, or email their Itinerary. Selecting the Print Itinerary tick box enables the Employee to view summarised details for the Appointments. If you select the Print List tick box this will enable the user to view all details entered on the specific appointments.
How to Print Appointments
- Select the Print Appointments button located in the Appointments section of ERP.
- Select the Date Range that you wish to view, print or email the appointments from.
- Select a specific rep from the drop down, or if you require all reps itineraries, select the 'All Reps' tick box.
- Select either the 'Print Itinerary' or 'Print List' tick box
- Select Print or Preview or if an email address is supplied for the Rep you can email the appointment
