Onsite Visit dashboard will be shown as below image:
Click on the left side Menu List → Click on Front Desk → Click on the Onsite Visit tab.
4.1.New Onsite Visit:
Click on the +new onsite visit form to open it as per the below image.
For search Visit , Onsite Visit info form will open as per the below image.
Enter all required details. 1.Staff: Select the staff name using dropdown list. 2.Subject: Enter the Subject. 3.Client/Company:Select the Client /Company name using dropdown list. 4.Reference:Enter the Reference name. 5.Category: Select Category name using dropdown list. 6.Tags: Enter the tags. 7.Projected Income:Select the projected income using up and down arrow. 8.Time In: Enter the time in. 9.Purpose:Enter the Purpose name.
After filling all the mandatory fields click on the Submit button. On click of submit, reports will be added successfully.
4.2.Today :
Click on the Today tab , reports will open as per the below image.
On click of the View icon, users can view onsite visit details.
On click of the Edit icon, users can edit onsite visit details.
4.3.Yesterday :
Click on the Yesterday tab , reports will open as per the below image.
On click of the Edit icon, users can edit onsite visit details.
4.3.This Week :
Click on the This Week tab , reports will open as per the below image.
On click of the View icon, users can view onsite visit details.
On click of the Edit icon, users can edit onsite visit details.
4.3.History :
History tab gives the view of previous records that are already existing.
Click on the History tab , reports will open as per the below image.
On click of the View icon, users can view onsite visit details.
