Visit Management

The main purpose of the Visits Management section is to search for and manage your Visits. This article is all about how to use it.

To start, we will first have to access the Navigation Bar shown below:


On this screen you will see the 3 different Options above:

Visits - The Visits screen will show you the history of all visits (excludes incompletes)

Visits To Do - Displays the current Visits that still need to be put on the schedule

Incompletes - Visits to do that were previously put on the schedule but were unable to be completed