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New visit

New visit ¶

Argomenti collegati:

• Manual in English

By clicking on "New visit" or by selecting an existing visit you can create or modify a task type visit:



Fill in the various fields in a more timely manner, by referring to the section "New phone" (New phone call) and bearing in mind that:

• You can select a second user that will participate in the visit in the field "Accompagnato by" clicking : insert a possible search, click key and select the user you can check availability clicking; to remove the additional user click .
• create an activity type visit will automatically generate an appointment in the calendar (Agenda); where it is canceled activity will be automatically deleted the appointment, and vice versa.