How to connect a manually created visit to a cyclic task

To automatically connect a manually created visit to a cyclic task, the following parameters must coincide:

• time frame

• promoted product

• physician and/or pharmacy

If the above parameters are the same in the [Cyclic task] field of the [Connected to] detail of the [Basic Information] tab of the manually scheduled visit, the name of the associated cyclic task is displayed.

See also

•How to create a cyclic task

•How to schedule med rep visits automatically

•How to configure a personal calendar for a contact