Difference between revisions of "4 Source Tracking Appointments"
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Simon Clive (Talk | contribs) |
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| − | '''Source Tracking/Appointments''' | + | '''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 | + | To utilise '''Source Tracking''' you can also search for '''Appointments''' that have been created through |
| − | '''Source Tracking.''' | + | '''Source Tracking.''' |
| − | From the '''Main Menu''' select the '''Appointments''' module and then the '''Main Calender''' button. | + | *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 <br> | |
| − | Double click on the '''Appointment''' you wish to check which will then open the '''Appointment''' card <br> | + | *On the right hand side you will see a box displaying the '''Source''' used to find this Customer <br> |
| − | + | ||
| − | On the right hand side you will see a box displaying the '''Source''' used to find this Customer | + | |
| − | <br> | + | |
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