Difference between revisions of "Handyperson Referrals"

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* '''Days to Show into Past ''' - The number of days in the past to search from.
 
* '''Days to Show into Past ''' - The number of days in the past to search from.
 
* '''All or Some''' - Specifies what type of referrals to display, All, Incomplete, Completed, Unassigned or Cancelled.
 
* '''All or Some''' - Specifies what type of referrals to display, All, Incomplete, Completed, Unassigned or Cancelled.
* '''List Order ''' - Specifies how the results are  
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* '''List Order ''' - Specifies how the results are displayed.
* ''''Detailed Search' button''' -  
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* ''''Detailed Search' button''' - The detailed search allows you to search with more criteria.
 
* ''''List Again' button''' -  
 
* ''''List Again' button''' -  
  
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=Detailed Search=
  
 
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[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]

Revision as of 14:10, 9 August 2018

Helpheader small.png

The Handyperson Referral Lists will display the referrals created from Record A Contact. At the top of the page you will find the search criteria tab:

File:HPRef searchcrit.PNG

  • Own or All Users - When the referral is created via Record A Contact a user was specified to who is to manage the HP Referral. The 'Own or All Users' list allows you to view the referrals by the specified user or all users.
  • Days to Show into Past - The number of days in the past to search from.
  • All or Some - Specifies what type of referrals to display, All, Incomplete, Completed, Unassigned or Cancelled.
  • List Order - Specifies how the results are displayed.
  • 'Detailed Search' button - The detailed search allows you to search with more criteria.
  • 'List Again' button -

Detailed Search


Helpheader small.png