ZNICRM Usage guideCUSTOMER GUIDE
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Find assignments

Availability depends on your account configuration and permissions.
Example: Find assignments
Example: Find assignments.

Open the page

Switch app > Assignments > Reports. Administrator permissions may be required.

Filter and review

  1. Choose Pending, Completed or Cancelled in Status. Search assignments narrows the loaded table; use sortable column headers, Show entries and Previous / Next to browse.
  2. Review ID, Contact Name, Assignment Type, Remarks, Scheduled For, Assigned To and Status. Choose an ID to open its details. Create Assignment starts a new booking where access is granted.
  3. A report opened from a contact can be limited to that contact. The report retrieves up to 1,000 records, so the loaded table is not necessarily a complete history.

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