Planned visits
Bookmarks:
Visit types |
Filters
This is where you'll find a list of upcoming visits that you've added into the system, including notes and tasks marked with the 'Visit' type. It works on your mobile phone as well as a web application. Use the device's web browser to access it.
Visit types
The default visit types that come with the system are:
For task:
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For note:
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Both the task and note visit types can be edited or changed from the Settings page.
On the settings page, toggle the 'This is a visit type' to On (see below image):
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Filters
On the Planned visits page, these are the search filters you can use:
- View visits for a customer: filter and view the visits for a particular customer by searching and choosing the customer.
- View for other days: the dates navigation allows you to view the visits for other date ranges.
- Other task types: view other tasks by choosing another type from the 'Visit notes & tasks' dropdown box.
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