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Jul 17, 2019 at 04:30 PM

C4C Why standard CP used instead of CP from previous visit when creating follow up?



I am working with the visit management functionality and on check out a new visit needs to be created based on the frequency and duration registered on account level.

When I check out from a Visit with contact person X a new Visit is created correctly, but with the standard contact person and not with contact person X with whom I want to plan the follow up visit.

I cannot find any scoping questions related to this creation of visits based on the previous on with regards to the contact person.

Can anybody share how this can be solved?

Kind regards,