19 AppointmentsEnglishالعربيةfrançaisTagalogहिन्दी

• Answers

1 Creating Appointments 2 Reps 3 Creating a Rep 4 Charging Rates 5 New Appointments 6 Selecting Services 7 Time Increments 8 Customise Screen 9 Week and Month 10 Roster Link 11 Creating Services 12 Itinerary 13 Support Logs 14 Open Log via Date 15 Open Customer 16 Show in Log 17 Teamviewer 18 Public Holidays

Overview

Appointments Training

Company:___________________________ Signed:____________________________

Name:___________________ Position:______________ Date: _____________

Trainee to complete: Please tick

 1. [   ]   Creating Appointments

Can you create a New Appointment from the Main Calendar?

 2. [   ]   Reps

How do you display employees on the calender?

 3. [   ]   Creating Reps

How do you create a Rep?

 4. [   ]   Charging Rates

Can you set-up service charges?

 5. [   ]   New Appointment

Can you create a New Appointment from the Main Calendar?

 6. [   ]   Selecting Services

Can you add a charge to the appointment?

 7. [   ]   Time Increments

How do you change the times displayed on the main calender screen?

 8. [   ]   Customise Screen

How do you change who is displayed on the main calender screen?

 9. [   ]   Week and Month

Can you change the view to display week or Month?

10.[   ]   Roster Link

Why would you use the employee roster to allocate your availability?

11.[   ]   Creating Services

Can you add a service charge?

12.[   ]   Itinerary

Has printing an itinerary and appointments been explained in Print Appointments?

13.[   ]   Leads Link

Can you create a New Appointment from the Leads screen?

14.[   ]   Workshop Link

Can you create a New Appointment from the Repairs screen?

15.[   ]   Timesheet Feed

Can you load times from an appointment to a Repairs?

16.[   ]   Auto Load Hours

What preference do you need to auto load actual times to an appointment?

17.[   ]   Itinerary Equipment

Where can you see what equipment has been worked on?

18.[   ]   Support Logs

How to Add a Customer to the Support List?

19.[   ]   Open Log via Date

When you drill down on the date which form opens?

20.[   ]   Open Customer

When you drill down on the customer name which form opens?

21.[   ]   Show in Log

Where can you configure a Customer to be available in the Support List?

22.[   ]   Logmein Link

Can you load logmenin directly from the support log?

23.[   ]   Public Holidays

Where can you configure what public holidays are coming?

Notes: Are there any aspects in this area that more training would be useful?

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