Add, Edit, Delete, and Export Site Visits

To add, edit, and delete a site visit follow the steps below.

Create Site Visit

  1. Navigate to the Site Visit screen by following the steps in the Site Visit Navigation.
  2. Click on the +Add Visit button.
  3. On the Create Site Visit form, add the required details
  4. Click on the Create button.

Edit Site Visit

To edit the site visit, follow the steps below.

  1. Click on the Site Visit.
  2. Click on the Edit button from the top menu bar.

  3. On the Visit General Information screen, make the required edits and click on the Save button.

Delete a Site Visit

To delete a site visit, follow the steps below

  1. Select a site visit Planned or Draft status.
  2. Click on the Delete button.

  3. On the Confirmation popup, click on the Delete button.

Export

To export the site visit data from List and Card views, click on the Export button and follow the standard steps detailed in the Exporting Contacts section.

To export the data in Calendar View, follow the steps below.

  1. On the Site Visits screen, click on the Calendar View icon and click on the Export button from the top menu bar.
  2. Select the ‘Export Calendar’ option.

  3. On the Export window, select either PDF Document or PNG Image as export options and click on the Export button.