Difference between revisions of "Appointments Reports"
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== 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 [[Appointment]]s | *Select [[Appointment]]s | ||
| − | *Select | + | *Select Appointment Reports |
==== Appointments Reports Detail ==== | ==== Appointments Reports Detail ==== | ||
*[[Appointments List]] - List of all appointments in a date range with filters for Non-Converted, Converted and Deleted | *[[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. | *[[Customers on Support List]] - List of customers on the support list. | ||
*[[Feedback Report]] - List of customers on Support List with Feedback notes | *[[Feedback Report]] - List of customers on Support List with Feedback notes | ||
Latest revision as of 17:16, 21 June 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
