Enhancements: Visit Execution
The following enhancements have been made in the Visit Execution tab to improve user experience:
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Create follow-up actions such as Create Order, Create Visits, and Create Task.
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View current and previous visit notes.
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View the time elapsed since the current visit check-in.
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View the number of completed and remaining objectives.
For example, 2/10 indicates two completed objectives out of 10.
Scope and Configure
Your administrator must enable the Visit Execution tab and the Notes pane using the adaptation mode.Technical Details
Solution |
Sales |
Area |
Visits |
Link to Demo |
|
Reference Number |
|
Type |
New |
Valid as Of |
2021-05-01 |