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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?  
  
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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  
  
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'''Source Tracking.'''
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'''Source Tracking.'''  
  
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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>  
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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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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