Working with the list of visits

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

1.Click the button at the top of the application window (Fig. 7).

Fig. 7 Switching the visits display mode

 

2.Select the [List] option from the [View] menu (Fig. 8).

Fig. 8 Selecting the visits display mode

 

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

Displaying the needed period in the calendar

You can display the calendar for the current day or the current week. For this, use the  button in the top right corner of the application window.

Tap anywhere on the blank calendar space and swipe right (to go to the next day) or left (to go to the previous day). Switching between weeks is performed in the same way.

To switch to a specific date in the calendar, select the [Day] period and tap the date shown at the top left (Fig. 9).

Fig. 9 Selecting a date in the calendar

 

Switching to a specific week is performed in the same way.

See also

•Fulfilling visit agenda

•Presentations during field visits

•Placing orders during field visits

•Adding products to order during field visits