Difference between revisions of "4 Source Tracking Appointments"
From TrueERP wiki
Simon Clive (Talk | contribs) |
Simon Clive (Talk | contribs) |
||
Line 1: | Line 1: | ||
− | '''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