Pharma
This documentation is valid for Creatio version 7.15.0. We recommend using the newest version of Creatio documentation.

How to work with the list of med rep visits

Visits are displayed in the [Activities] section of the mobile app. You can view visits as a list or as a schedule. By default, the section opens in the “calendar” view. To view the list of visits:

1.Go to the [Activities] section, tap [Schedule] in the upper part of the screen (Fig. 1).

Fig. 1 Switching the visits display mode

scr_pharma_mobile_select_view.png 

2.Select the [List] option  from the [View] menu.

As a result, all visits will be displayed as a list.

Displaying the needed time period in the calendar

1.To view the visit schedule for today, tap [Day]. To view visit schedule for the current week, tap [Week] in the upper right part of the screen.

2.To view the schedule of visits for a specific date, tap [Day], then select a date (Fig. 2).

Fig. 2 Selecting a date in the calendar

scr_pharma_select_particular_date.png 

As a result, the calendar will open where you can select a date to display visits for.

Note

You can also tap the [Today] button to view the schedule of visits for today.

3.To view the schedule of visits for a custom period, tap [Week], then select a date. Select the start of the period in the calendar. As a result, you will see a schedule of visits for one week, starting from the specified date.

See also

How to perform visit actions