Appointments Reports
From TrueERP wiki
Revision as of 17:16, 21 June 2011 by Simon Clive (Talk | contribs)
Overview
Selecting the Appointment Reports icon will open the Report Selector menu displaying the list of Appointments related reports.
How to Use Appointments Reports
- Select Appointments
- Select Appointment 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