Field module
This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

Presentations during field visits

If the visit agenda requires conducting a presentation, the “Presentation“ action (Fig. 12) becomes available to the employee. As a result, a Microsoft PowerPoint file will open in your mobile app, so you can use it during the presentation.

Fig. 12 Performing the ”Presentation” action

scr_field_force_open_presentation.png 

Note

More information about the ”Presentation” visit action is available in the “Add a presentation to a visit” article.

See also

Add a presentation to a visit

Set up rules and actions of a field meeting

Fulfilling visit agenda

Did you find this information useful?

How can we improve it?