Difference between revisions of "Appointments Reports"
From TrueERP wiki
| Line 1: | Line 1: | ||
| − | <menu | + | <menu align="center" name="myMenu"> |
More Detail= | More Detail= | ||
[[Appointment]] | [[Appointment]] | ||
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[[Support Logs]] | [[Support Logs]] | ||
[[Support Pricing]] | [[Support Pricing]] | ||
| − | </menu> | + | </menu> |
== Overview == | == Overview == | ||
| − | Selecting the | + | Selecting the [[Appointment Reports]] icon will open the Report Selector menu displaying the list of Appointments related reports. |
==== How to Use Appointments Reports ==== | ==== How to Use Appointments Reports ==== | ||
| − | *Select | + | *Select [[Appointment]]s |
| − | *Select | + | *Select [[Appointment Reports]] |
==== Appointments Reports Detail ==== | ==== Appointments Reports Detail ==== | ||
Revision as of 11:45, 9 March 2011
Overview
Selecting the Appointment Reports icon will open the Report Selector menu displaying the list of Appointments related reports.
How to Use Appointments Reports
- Select Appointments
- Select Appointment Reports
Appointments Reports Detail
- Appointments List - List of all appointments in a date range with filters for Non-Converted, Converted and Deleted
- Appointments Reports - List of appointments showing service, rates and totals
- Customers on Support List - List of customers on the support list.
- Feedback Report - List of customers on Support List with Feedback notes
- Global List- List of all entities in ERP from Employees to customers and suppliers and marketing contacts
- Source List - List of contact sources available
- Support Log List - List of support calls showing issue and resolution
