What is Scheduling Visit ?
The purpose of Visit scheduler is to schedule visits for the users to perform their activities for the day or week or month. This will be visible as Ongoing Task, Upcoming Task and Overdue Task.
Bulk View option is to upload all the customer details, name and location plan for the visit.
Sample Excel is available to upload these details to schedule the tasks.
Scheduling the task can be done for all the users and even individuals users.
The dates can be updated and this can also be scheduled as task to be performed once or as recurring task.