Difference between revisions of "Handyperson Referrals"

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=Handyperson
 
The Handyperson Referral Lists will display the referrals created from [[Record A Contact]] and is used to manage the referrals and create the Handyperson jobs.  At the top of the page you will find the search criteria tab:
 
The Handyperson Referral Lists will display the referrals created from [[Record A Contact]] and is used to manage the referrals and create the Handyperson jobs.  At the top of the page you will find the search criteria tab:
  
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* '''List Order ''' - Specifies how the results are displayed.
 
* '''List Order ''' - Specifies how the results are displayed.
 
* ''''Detailed Search' button''' - The detailed search allows you to search with more criteria, see [[Handyperson Referrals#Detailed Search|Detailed Search]] for details.
 
* ''''Detailed Search' button''' - The detailed search allows you to search with more criteria, see [[Handyperson Referrals#Detailed Search|Detailed Search]] for details.
* ''''List Again' button''' -  
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* ''''List Again' button''' - This will refresh the search results with the criteria entered.
  
 
=Detailed Search=
 
=Detailed Search=
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[[File:helpheader_small.png|right]]

Revision as of 10:09, 10 August 2018

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=Handyperson The Handyperson Referral Lists will display the referrals created from Record A Contact and is used to manage the referrals and create the Handyperson jobs. 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, see Detailed Search for details.
  • 'List Again' button - This will refresh the search results with the criteria entered.

Detailed Search


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