Personal tools

Difference between revisions of "Appointment Status"

From TrueERP wiki

Jump to: navigation, search
(Created page with "<menu name=myMenu align=center> More Detail= Appointment Appointments List Appointment Status Appointments Reports Customers on Support List Main Calendar...")
 
Line 14: Line 14:
 
</menu>
 
</menu>
  
== Overview ==
+
== Overview ==
 +
 
 +
Appointment Status types are used to help you track appointment activity in progress. You can define Appointment Statûs in any way that suits your business such as by activity, outstanding issues, finance etc.
 +
 
 +
==== How to Create Appointment Statûs  ====
 +
 
 +
*Select Appointments tab
 +
*Select Appointment List button
 +
*Select an Appointment
 +
*Enter a new Appointment Status in the Status and tab out
 +
*You will be asked if you want to create a new Appointment Status - Select Yes
 +
*Enter a name for the Appointment Status in the TYPE column
 +
*Enter a description for the Appointment Status
 +
*If this is to be the Default status, tick the check box (only one type can be the default)
 +
*Select OK to save

Revision as of 21:50, 23 February 2011

Overview

Appointment Status types are used to help you track appointment activity in progress. You can define Appointment Statûs in any way that suits your business such as by activity, outstanding issues, finance etc.

How to Create Appointment Statûs

  • Select Appointments tab
  • Select Appointment List button
  • Select an Appointment
  • Enter a new Appointment Status in the Status and tab out
  • You will be asked if you want to create a new Appointment Status - Select Yes
  • Enter a name for the Appointment Status in the TYPE column
  • Enter a description for the Appointment Status
  • If this is to be the Default status, tick the check box (only one type can be the default)
  • Select OK to save