Appointments Reports
From TrueERP wiki
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