Difference between revisions of "19 Appointments"
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20.[ ] Show in Log - Where can you configure a Customer to be available in the Support List? | 20.[ ] Show in Log - Where can you configure a Customer to be available in the Support List? | ||
| − | 21.[ ] | + | 21.[ ] Teamviewer Link - Can you load Teamviewer directly from the support log? |
22.[ ] Public Holidays- Where can you configure what public holidays are coming? | 22.[ ] Public Holidays- Where can you configure what public holidays are coming? | ||
Revision as of 13:00, 12 November 2014
Overview
Appointments Training
Company:___________________________ Signed:____________________________
Name:___________________ Position:______________ Date: _____________
Trainee to complete: Please tick
1. [ ] Reps - How do you display employees on the calender?
2. [ ] Creating Reps - How do you create a Rep?
3. [ ] Charging Rates - Can you set-up service charges?
4. [ ] New Appointment - Can you create a New Appointment from the Main Calendar?
5. [ ] Selecting Services - Can you add a charge to the appointment?
6. [ ] Time Increments - How do you change the time increments displayed on the main calender screen?
7. [ ] Customise Screen - How do you change who is displayed on the main calender screen?
8. [ ] Week and Month - Can you change the view to display week or Month?
9.[ ] Roster Link - Why would you use the employee roster to allocate your availability?
10.[ ] Creating Services - Can you add a service charge?
11.[ ] Itinerary - Has printing an itinerary and appointments been explained in Print Appointments?
12.[ ] Leads Link - Can you create a New Appointment from the Leads screen?
13.[ ] Workshop Link - Can you create a New Appointment from the Repairs screen?
14.[ ] Timesheet Feed - Can you load times from an appointment to a Repairs?
15.[ ] Auto Load Hours - What preference do you need to auto load actual times to an appointment?
16.[ ] Itinerary Equipment - Where can you see what equipment has been worked on?
17.[ ] Support Logs - How to Add a Customer to the Support List?
18.[ ] Open Log via Date - When you drill down on the date which form opens?
19.[ ] Open Customer - When you drill down on the customer name which form opens?
20.[ ] Show in Log - Where can you configure a Customer to be available in the Support List?
21.[ ] Teamviewer Link - Can you load Teamviewer directly from the support log?
22.[ ] Public Holidays- Where can you configure what public holidays are coming?
Notes: Are there any aspects in this area that more training would be useful?
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