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 Post subject: Multi-Farrier - Overview & Setup
PostPosted: Sat Jan 25, 2014 3:05 pm 
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Joined: Wed Sep 28, 2011 11:00 am
Posts: 355
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.
MF_StartTrial.png [ 45.6 KiB | Viewed 13156 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.
MF_Teams.png [ 62.91 KiB | Viewed 13156 times ]

Be sure to see additional topics on how to work with all features of the Multi-Farrier version, available here:

Julie Schwalm

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