Difference between revisions of "19 Appointments"
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8. [ ] Week and Month - Can you change the view to display week or Month? | 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? | + | 9. [ ] Roster Link - Why would you use the employee roster to allocate your availability? |
10.[ ] Creating Services - Can you add a service charge? | 10.[ ] Creating Services - Can you add a service charge? | ||
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15.[ ] Auto Load Hours - What preference do you need to auto load actual times to an appointment? | 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? | + | 16.[ ] Itinerary Equipment - Where can you see what equipment has been worked on? |
| − | + | 16.[ ] Feedback Report - Where can you see the appointment Notes and Feedback? | |
| − | + | 17.[ ] Google Calendar - Do you know how to synch Appointments to Google Calendar? | |
| − | + | 18.[ ] Customer Support - How to Add a Customer to the Customers on Support List? | |
| − | + | 19.[ ] Open Log via Date - When you drill down on the Active Until date which form opens? | |
| − | 21.[ ] | + | 20.[ ] Open Customer - When you drill down on the customer name which form opens? |
| + | |||
| + | 21.[ ] Team Viewer 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? | ||
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| − | Notes: Are there any aspects in this area that more training would be useful? | + | Notes: Are there any aspects in this area that more training would be useful? |
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Revision as of 14:12, 14 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?
16.[ ] Feedback Report - Where can you see the appointment Notes and Feedback?
17.[ ] Google Calendar - Do you know how to synch Appointments to Google Calendar?
18.[ ] Customer Support - How to Add a Customer to the Customers on Support List?
19.[ ] Open Log via Date - When you drill down on the Active Until date which form opens?
20.[ ] Open Customer - When you drill down on the customer name which form opens?
21.[ ] Team Viewer 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?
