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23 Itinerary

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Itinerary

Where do you produce an appointment itinerary for each Rep?

Creating appointments from a repair gives you the ability to create an itinerary for Reps. To view, modify or print an itinerary you should go to the Main Calendar

How to view appointments.

Select Appointments tab Select Main Calender button

From this view you can see all appointments and can move or amend the duration by dragging and dropping

How to create an intinerary

Select Appointments tab Select Print Appointments button Select the date range required Select the Rep required or check the All Reps box Select Print Itinerary - this is a selection of the layout type, not a command to print at this time

You may now choose to Print, Preview or E-mail the itinerary layout