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