Link a manually created visit to a cyclic task

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

• visit time frame

• account

If the above parameters of a visit correspond to those of a cyclic task, the [Cyclic task] field on the [General Information] tab of the visit page will be populated with that cyclic task, and the cyclic task will treat the manually scheduled visit as if it was scheduled automatically (will not schedule duplicate visits, etc.).

See also

•Create a multi-day task

•Automatic scheduling of visits