Difference between revisions of "Appointments Reports"
From TrueERP wiki
| Line 25: | Line 25: | ||
==== Appointments Reports Detail ==== | ==== Appointments Reports Detail ==== | ||
| − | *Appointments List | + | *[[Appointments List]] - List of all appointments in a date range with filters for Non-Converted, Converted and Deleted |
| − | *Appointments | + | *[[Appointments_Reports|Appointments Reports]] - List of appointments showing service, rates and totals |
| − | *Customers on Support List | + | *[[Customers on Support List]] - List of customers on the support list. |
| − | *Feedback Report - List of customers on Support List with Feedback notes | + | *[[Feedback Report]] - List of customers on Support List with Feedback notes |
| − | *Global List | + | *[[Global List]]- List of all entities in ERP from Employees to customers and suppliers and marketing contacts |
| − | *Source List - List of contact sources available | + | *[[Source List]] - List of contact sources available |
| − | *Support Log List - List of support calls showing issue and resolution | + | *[[Support Log List]] - List of support calls showing issue and resolution |
Revision as of 12:44, 28 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 - List of all appointments in a date range with filters for Non-Converted, Converted and Deleted
- Appointments Reports - List of appointments showing service, rates and totals
- Customers on Support List - List of customers on the support list.
- Feedback Report - List of customers on Support List with Feedback notes
- Global List- 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
