Difference between revisions of "23 Itinerary"
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Simon Clive (Talk | contribs) (Created page with "Itinerary Where do you produce an appointment itinerary for each Rep? Creating appointments from a repair gives you the ability to create an itinerary for Reps. To view, modif...") |
Simon Clive (Talk | contribs) |
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| − | Itinerary | + | '''Itinerary''' |
| − | Where do you produce an | + | Where do you produce an '''Appointment Itinerary''' for each Rep? |
| − | Creating | + | Creating '''Appointments''' from a repair gives you the ability to create an itinerary for Reps. To view, modify or print an itinerary you should go to the '''Main Calendar''' |
| − | an itinerary you should go to the Main Calendar | + | |
| − | + | *To view '''Appointments''' select the '''Appointments''' Module and then select the '''Main Calender''' button | |
| − | + | *From this view you can see all '''Appointments''' and can move or amend the duration by '''Dragging''' and '''Dropping''' | |
| − | + | *To create an '''Intinerary''' select the '''Appointments''' Module and then the '''Print Appointments''' button | |
| − | + | *Select the '''Date Range''' required | |
| − | + | *Select the '''Rep''' required or check the '''All Reps''' box | |
| − | From this view you can see all | + | *Select '''Print Itinerary''' - this is a selection of the layout type, not a command to print at this time |
| − | + | *You may now choose to '''Print''', '''Preview''' or '''E-mail''' the itinerary layout | |
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | Select the | + | |
| − | Select the Rep required or check the All Reps box | + | |
| − | Select Print Itinerary - this is a selection of the layout type, not a command to print at this time | + | |
| − | + | ||
| − | You may now choose to Print, Preview or E-mail the itinerary layout | + | |
Latest revision as of 15:32, 20 October 2011
Itinerary
Where do you produce an Appointment Itinerary for each Rep?
Creating Appointments from a repair gives you the ability to create an itinerary for Reps. To view, modify or print an itinerary you should go to the Main Calendar
- To view Appointments select the Appointments Module and then select the Main Calender button
- From this view you can see all Appointments and can move or amend the duration by Dragging and Dropping
- To create an Intinerary select the Appointments Module and then the Print Appointments button
- Select the Date Range required
- Select the Rep required or check the All Reps box
- Select Print Itinerary - this is a selection of the layout type, not a command to print at this time
- You may now choose to Print, Preview or E-mail the itinerary layout
