New Visit – EXPEDIENT SOFTWARE

This screen logs details of visits to clients. This screen is available from the toolbar in the Administration > Customer Masterfile > Sales Profiles screen and from Management > Sales Activities > Customer Sales Profile.

To add a new visit, click on the New Visit Button. The screen will immediately open to enter new visit details.

Field Name	Description	Validation	Default
Visit Date	This is the date of the visit	Mandatory		Today
Visit Type	This is the type of contact with the client. Please Note: This can be tailored to the Visit Types that your company wishes to see. To Add/Modify Visit Types, go to Administration / Company Details / Sales Visit Maintenance	Mandatory		Visit
Whom Visiting	This is the contact person. Use the to search the list of active personnel at the client.	Mandatory		Blank
Subject	This is a short description for the purpose of the contact	Mandatory		Blank
Sales Person 1	This is the primary person conducting the visit. Use the to search the list of active employees. These details are shown on the Sales Visit Reports.	Mandatory		Blank
Sales Person 2	This is the secondary person conducting the visit. Use the to search the list of active employees. These details are shown on the Sales Visit Reports.es.	Optional		Blank
Sales Person 3	This is the third person conducting the visit. Use the to search the list of active employees. These details are shown on the Sales Visit Reports.	Optional		Blank
Sales Person 4	This is the fourth person conducting the visit. Use the to search the list of active employees. These details are shown on the Sales Visit Reports.	Optional		Blank
Visit Status	This describes how valuable the visit was.	Optional		Blank
Next Visit	This is the date you wish to visit the customer next. This field is linked to the Follow up Automatic Report which will inform the sales person via a report when their next visits are due	Optional		Blank
Next Visit Note	This is a short note useful for the next visit	Optional		Blank
Notes	Type in notes relating to the visit	Optional		Blank
Modified By	This displays the user who last modified the visit	Mandatory		System generated
Modified On	This displays when the visit was last modified	Mandatory		System generated

EXPEDIENT SOFTWARE

Going beyond software performance.