Difference between revisions of "19 Appointments"
From TrueERP wiki
(→Overview) |
(→Overview) |
||
| Line 49: | Line 49: | ||
6. [ ] Time Increments - How do you change the time increments displayed on the main calender screen? | 6. [ ] Time Increments - How do you change the time increments displayed on the main calender screen? | ||
| − | 7. [ ] Customise Screen - How do you | + | 7. [ ] Customise Screen - How do you add Reps and multiple Time Zones to the Main Calendar? |
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? | ||
Revision as of 12:30, 3 December 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 add Reps and multiple Time Zones to the Main Calendar?
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?
