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Adding a Visit #
Adding a Visit Manually #
NOTE:
All fields marked with an asterisk * are mandatory to fill.
You can add a target user to a visit if you have enabled a user visit type in your visit types.
- Click on the day and user.
- Click the + button.
- Fill in the required info.
- Click Save to confirm.
Adding Visits in Bulk #
NOTE:
Please use this option to add many Visits at the same time. Once the import has been successful, you will be notified by email.
- Click the Import button.
- Download the import template.
- Fill in the required info on the excel template.
- Click the Browse button, locate and select the updated template sheet.
- Click the Add button and confirm the popup.
Editing a Visit #
- Click on the day and user.
- Click the Edit icon to be taken to the Visit details page.
- Complete the required edits.
- Click Save to confirm.
Deleting a Visit #
WARNING:
You cannot restore a Visit once deleted. Use with caution.
Deleting a Visit Manually #
- Click the Delete icon.
- Confirm the popup.
Deleting Selected Visits #
- Select the visits.
- Click the Delete Schedule button.
- Confirm the popup.
Deleting an Entire Visit Schedule #
- Click the Delete icon.
- Confirm the popup.
Extending a Schedule #
- Click the Extend icon.
- Enable the Auto Extend Schedule checkbox.
- Set the Routing Cycle.
- Click Save to confirm.
Field Descriptions #
Field Name | Field Description |
|---|---|
Date* | The visit date |
Start Time | The visit start time. The field rep will not be able to start the visit before the set visit time. |
Visit Type | The visit type, to filter for reporting. |
Extra Mission | A checkbox that once enabled considers the visit as an extra mission. |
