Difference between revisions of "Appointments"
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(Created page with " == Appointments == ''' Overview''' Within the Appointments tab you are able to create appointments, Print Itineraries and log phone calls via a Support List. You can also vie...") |
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| + | <menu align="center" name="myMenu"> | ||
| + | More Detail= | ||
| + | [[Appointment]] | ||
| + | [[Appointments List]] | ||
| + | [[Appointment Status]] | ||
| + | [[Appointments Reports]] | ||
| + | [[Customers on Support List]] | ||
| + | [[Main Calendar]] | ||
| + | [[Print Appointments]] | ||
| + | [[Public Holidays]] | ||
| + | [[Support Log List]] | ||
| + | [[Support Logs]] | ||
| + | [[Support Pricing]] | ||
| + | [[Tasks]] | ||
| + | </menu> | ||
| − | + | <h2> Overview </h2> | |
| + | <p>Within the '''Appointments''' tab you are able to create '''Appointments''', Print Itineraries and log phone calls via a Support List. You can also view a range of related reports using the report selector and view and enter public holidays for the year. | ||
| + | </p><p>The drop down menu for appointments has all of the above functions as well as the ability to load in a new job, see a list of existing jobs, load in a new repair and view the repair list. The drop down menu also has the ability to load in new sources and view existing sources | ||
| + | </p> | ||
| − | + | 1. How do you display employees on the calendar? | |
| + | 2. How to create a Rep? | ||
| − | + | 3. How to set up service charges? | |
| − | + | ||
| − | + | 4. How to create a new appointment from main calendar? | |
| − | + | ||
| − | + | 5. How to add charge to the appointment? | |
| + | |||
| + | 6. How to change the time increments displayed on the Main Calendar screen? | ||
| + | |||
| + | 7. How to change who is displayed on the main calendar screen? | ||
| + | |||
| + | 8. How to change the view to display week or month? | ||
| + | |||
| + | 9. Why would you use the employee roster to allocate your availability? | ||
| + | |||
| + | 10. How to add an Employee service charge? | ||
| + | |||
| + | 11. How to print an itinerary and appointment? | ||
| + | |||
| + | 12. How to create a new Appointment from the Leads screen? | ||
| + | |||
| + | 13. How to create a new Appointment from the Repairs screen? | ||
| + | |||
| + | 14. How to load times from Appointment to a Repairs? | ||
| + | |||
| + | 15. What preference do you need to auto load actual times to an appointment? | ||
| + | |||
| + | 16. Where can you see what equipment has been worked on? | ||
| + | |||
| + | 17. How to Add a Customer to the Support List? | ||
| + | |||
| + | 18. When you drill down on the date which form opens? | ||
| + | |||
| + | 19. When you drill down on the customer name which form opens? | ||
| + | |||
| + | 20. Where can you configure a Customer to be available in the Support List? | ||
| + | |||
| + | 21. How can you load Team viewer directly from the Support Log? | ||
| + | |||
| + | 22. Where can you configure what public holidays are coming? | ||
Latest revision as of 10:26, 20 July 2015
Overview
Within the Appointments tab you are able to create Appointments, Print Itineraries and log phone calls via a Support List. You can also view a range of related reports using the report selector and view and enter public holidays for the year.
The drop down menu for appointments has all of the above functions as well as the ability to load in a new job, see a list of existing jobs, load in a new repair and view the repair list. The drop down menu also has the ability to load in new sources and view existing sources
1. How do you display employees on the calendar?
2. How to create a Rep?
3. How to set up service charges?
4. How to create a new appointment from main calendar?
5. How to add charge to the appointment?
6. How to change the time increments displayed on the Main Calendar screen?
7. How to change who is displayed on the main calendar screen?
8. How to change the view to display week or month?
9. Why would you use the employee roster to allocate your availability?
10. How to add an Employee service charge?
11. How to print an itinerary and appointment?
12. How to create a new Appointment from the Leads screen?
13. How to create a new Appointment from the Repairs screen?
14. How to load times from Appointment to a Repairs?
15. What preference do you need to auto load actual times to an appointment?
16. Where can you see what equipment has been worked on?
17. How to Add a Customer to the Support List?
18. When you drill down on the date which form opens?
19. When you drill down on the customer name which form opens?
20. Where can you configure a Customer to be available in the Support List?
21. How can you load Team viewer directly from the Support Log?
22. Where can you configure what public holidays are coming?
