Onsite Visit

Dashboard:-

1. Click on the left side Menu List
2. Click on Front Desk
3. Click on the Onsite Visit tab
4. Onsite Visit dashboard will be shown as below image:
   

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.

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.

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.

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.

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.