Difference between revisions of "Appointments Reports"
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| − | == Overview == | + | == Overview == |
| + | |||
| + | Selecting the Appointments Reports icon will open the Report Selector menu displaying the list of Appointments related reports. | ||
| + | |||
| + | ==== How to Use Appointments Reports ==== | ||
| + | |||
| + | *Select Appointments | ||
| + | *Select Appointments Reports | ||
| + | |||
| + | ==== Appointments Reports Detail ==== | ||
| + | |||
| + | *Appointments List<LinkId=30> - List of all appointments in a date range with filters for Non-Converted, Converted and Deleted | ||
| + | *Appointments Report<LinkId=1287> - List of appointments showing service, rates and totals | ||
| + | *Customers on Support List<LinkId=31> - List of customers on the support list. | ||
| + | *Feedback Report - List of customers on Support List with Feedback notes | ||
| + | *Global List<LinkId=141> - 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 | ||
Revision as of 22:00, 23 February 2011
Overview
Selecting the Appointments Reports icon will open the Report Selector menu displaying the list of Appointments related reports.
How to Use Appointments Reports
- Select Appointments
- Select Appointments Reports
Appointments Reports Detail
- Appointments List<LinkId=30> - List of all appointments in a date range with filters for Non-Converted, Converted and Deleted
- Appointments Report<LinkId=1287> - List of appointments showing service, rates and totals
- Customers on Support List<LinkId=31> - List of customers on the support list.
- Feedback Report - List of customers on Support List with Feedback notes
- Global List<LinkId=141> - 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
