This release provides an update to the Sales Profile Screen (Visits Screen) and includes an additional report.
The New Visit Screen within the Customer Sales Profile Screen now includes a Sales Visit Type that is able to be configured by each site. See below:
To add or modify the Sales Visit Types is performed in the below screen, found in Administration / Company Details / Sales Visit Maintenance.
A new report has been developed to monitor the Number and Type of Sales Visits. This is reported by Sales Staff by Branch. See below for Sample Report:
