Browse Visits

Visits are arranged in a folder hierarchy, like files on your computer. This intuitive and familiar structure makes visits readily accessible. Expand or collapse folder levels to show groups of visits (e.g. all completed visits in the past month). Enter text to search for visits that were made to a particular person. Apply filters to show all visits assigned to a member of the outreach team, to show all visits with a particular reason (e.g. “New Move-in”), or to show all visits with a particular result (e.g. “Needs Follow Up”). Use the arrows at the top of the columns to sort the visits in ascending or descending order by a particular column (e.g. Date). Each visit is linked to a visit details page. Click the name of the person visited to access the visit details page.
List Visits
Share

About admin

President of Shining Light Technologies.
This entry was posted in Outreach. Bookmark the permalink.

Comments are closed.