Difference between revisions of "19 Appointments"
From TrueERP wiki
(→Overview) |
(→Overview) |
||
| (2 intermediate revisions by one other user not shown) | |||
| Line 1: | Line 1: | ||
<menu align="center" name="myMenu"> | <menu align="center" name="myMenu"> | ||
Answers= | Answers= | ||
| − | [[1 | + | [[1 Reps]] |
| − | [[2 | + | [[2 Creating a Rep]] |
| − | + | [[3 Charging Rates]] | |
| − | [[ | + | [[4 New Appointments]] |
| − | [[ | + | [[5 Selecting Services]] |
| − | [[ | + | [[6 Time Increments]] |
| − | [[ | + | [[7 Customise Screen]] |
| − | [[ | + | [[8 Week and Month]] |
| − | [[ | + | [[9 Roster Link]] |
| − | [[ | + | [[10 Creating Services]] |
| − | [[ | + | [[11 Itinerary]] |
| − | [[ | + | [[12 Leads Link]] |
| − | [[13 | + | [[13 Workshop Link]] |
| − | [[14 | + | [[14 Timesheet Feed]] |
| − | [[15 | + | [[15 Auto Load Hours]] |
| − | [[16 | + | [[16 Itinerary Equipment]] |
| − | [[17 | + | [[17 Feedback Report]] |
| − | [[18 Public Holidays]] | + | [[18 Google Calendar]] |
| − | + | [[19 Customer Support]] | |
| + | [[20 Open Log via Date]] | ||
| + | [[21 Open Customer]] | ||
| + | [[22 Team Viewer Link]] | ||
| + | [[23 Public Holidays]] | ||
</menu> | </menu> | ||
| Line 69: | Line 73: | ||
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? | ||
| − | + | 17.[ ] Feedback Report - Where can you see the appointment Notes and Feedback? | |
| − | + | 18.[ ] Google Calendar - Do you know how to synch Appointments to Google Calendar? | |
| − | + | 19.[ ] Customer Support - How to Add a Customer to the Customers on Support List? | |
| − | + | 20.[ ] Open Log via Date - When you drill down on the Active Until date which form opens? | |
| − | + | 21.[ ] Open Customer - When you drill down on the customer name which form opens? | |
| − | + | 22.[ ] Team Viewer Link - Can you load Teamviewer directly from the support log? | |
| − | + | 23.[ ] Public Holidays- Where can you configure what public holidays are coming? | |
<br> | <br> | ||
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? | ||
Latest revision as of 11:07, 8 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?
17.[ ] Feedback Report - Where can you see the appointment Notes and Feedback?
18.[ ] Google Calendar - Do you know how to synch Appointments to Google Calendar?
19.[ ] Customer Support - How to Add a Customer to the Customers on Support List?
20.[ ] Open Log via Date - When you drill down on the Active Until date which form opens?
21.[ ] Open Customer - When you drill down on the customer name which form opens?
22.[ ] Team Viewer Link - Can you load Teamviewer directly from the support log?
23.[ ] 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?
