Visit

Client visit allows you to capture the following for a client/ customer you are visiting:

• Capture Timesheet
• Email Timesheet/ client visit to self
• Open support Log
• Create reminder
• Clone Log
• Clone Log
• Create Quote
• Create Sales Lead
• Add notes to the customer
• Create Quick Stock Count

Video Training Manual 2017 - Click Here

Old Video Training Manual 2016 - Click here