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Difference between revisions of "4 Source Tracking Appointments"

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'''Source Tracking/Appointments'''
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'''Source Tracking/Appointments'''  
  
 
Can you find an Appointment from Source Tracking?  
 
Can you find an Appointment from Source Tracking?  
  
To utilise '''Source Tracking''' you can also search for '''Appointments''' that have been created through
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To utilise '''Source Tracking''' you can also search for '''Appointments''' that have been created through  
  
'''Source Tracking.'''
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'''Source Tracking.'''  
  
From the '''Main Menu''' select the '''Appointments''' module and then the '''Main Calender''' button.    
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*From the '''Main Menu''' select the '''Appointments''' module and then the '''Main Calender''' button.      
 
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*Double click on the '''Appointment''' you wish to check which will then open the '''Appointment''' card <br>  
Double click on the '''Appointment''' you wish to check which will then open the '''Appointment''' card <br>
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*On the right hand side you will see a box displaying the '''Source''' used to find this Customer <br>
 
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On the right hand side you will see a box displaying the '''Source''' used to find this Customer
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<br>
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Latest revision as of 13:46, 19 December 2011

Source Tracking/Appointments

Can you find an Appointment from Source Tracking?

To utilise Source Tracking you can also search for Appointments that have been created through

Source Tracking.

  • From the Main Menu select the Appointments module and then the Main Calender button.    
  • Double click on the Appointment you wish to check which will then open the Appointment card
  • On the right hand side you will see a box displaying the Source used to find this Customer