Visits

The Visits page allows you to keep track of all visits made to this location.

When you select the VISITS tab, the page displays a list of visits that have been entered into the system. The list includes:

• date of the visit
• company representative who made the visit
• name of other representative present (if applicable)
• date and time the visit was entered into the system
• name of the person who entered this data into the system

To view the details of a visit, click on the entry in the VISIT DATE field.

From this page you may add, delete, or edit the details of a visit.

To add a visit:

1. From the Visits page, click the NEW button.
   
   
2. Enter the date of the visit. You may enter the date directly into the VISIT DATE field, or you may click the CALENDAR button to select a date from a calendar.
3. Enter the name of the company representative who visited the location.
4. If another representative was present, enter the name of that person in the OTHER VISITOR field.
5. Click the calendar button in the FOLLOW-UP DATE field to specify the date on which you want to schedule a follow-up visit.
6. You may enter any notes that may be necessary in the NOTES text field.
7. In the NEXT STEPS field, enter any required follow-up to problems that were observed during the visit.
8. Click the SAVE button.

To edit the details of a visit:

1. Click on the visit that you want to edit.
2. Click the EDIT button.
3. Make any necessary changes.
4. Click the SAVE button.

The changes are saved, and the Change History is updated with the name of the person making the changes and the date.

To delete a visit:

1. Select the visit that you want to delete.
2. Click the DELETE button.

The visit is removed from the list.