It is currently Sun Feb 23, 2020 9:59 am

All times are UTC - 6 hours [ DST ]




Post new topic Reply to topic  [ 1 post ] 
Author Message
 Post subject: Multi-Farrier - Overview & Setup
PostPosted: Sat Jan 25, 2014 3:05 pm 
Offline
Site Admin

Joined: Wed Sep 28, 2011 11:00 am
Posts: 353
The optional Multi-Farrier module provides additional functionality for multi-farrier practices.

You can define any number of 'Teams' for your business. Teams describe how the work is divided: a team can be a individual, two or more people working together, or even a vehicle or location.

You can also give your team members access to iForgeAhead if desired, and you can control which parts of iForgeAhead each user can access.

Each appointment is linked to a specific team, and the Daily Appointments report can be printed for each team.

Invoices and work performed can also be linked to specific teams, and the Sales by Team report summarizes who did what over any time period.

To use the Multi-Farrier version, simply go to Manage Multi-Farrier Module under My Account Settings, and click Start Multi-Farrier Free Trial, as shown below.
Attachment:
MF_StartTrial.png
MF_StartTrial.png [ 45.6 KiB | Viewed 8619 times ]


Then define the "Teams" that will handle the work in your practice, as shown below. The "[no team]" record is required, and you can add as many additional teams as needed. You can also mark a team Inactive in the future if it is no longer used.
Attachment:
MF_Teams.png
MF_Teams.png [ 62.91 KiB | Viewed 8619 times ]


Be sure to see additional topics on how to work with all features of the Multi-Farrier version, available here:
viewforum.php?f=31

_________________
Julie Schwalm
iForgeAhead


Top
 Profile  
 
Display posts from previous:  Sort by  
Post new topic Reply to topic  [ 1 post ] 

All times are UTC - 6 hours [ DST ]


Who is online

Users browsing this forum: No registered users and 1 guest


You cannot post new topics in this forum
You cannot reply to topics in this forum
You cannot edit your posts in this forum
You cannot delete your posts in this forum
You cannot post attachments in this forum

Search for:
Jump to:  
cron
Powered by phpBB © 2000, 2002, 2005, 2007 phpBB Group
Template made by TBF Photoshop Forum