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Waste Management Solution - Appointments

695 bytes added, 16:28, 8 March 2023
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[[File:WasteManagement-Appointments1.jpg|800px]]
 
 
 
==Add Appointment==
To add an appointment, click on the Create New Appointment button under the Appointment tab for the Prospect or Customer you wish to schedule the appointment with. You will be forwarded to the new appointment interface.
 
[[File:WasteManagement-Appointments2.jpg|800px]]
 
The menus is separated into three tabs:
 
* Appointment Details - Primary Details
* Appointment Notes - Pre and Post Appointment notes
* Appointment History tab - Miscellaneous record information
 
 
The Appointment Details tab retains the primary details for the appointment, all fields in this tab are mandatory. Once you have filled in the Appointment details, click on Save Appointment to submit it.
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