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

[mjveerhuis1]

Hi,

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,

MJ

[kkafoury1]

Hi,

Are you sure the newly created visit is a follow-up? the default is copying involved from preceding document? did you check related dcoments ?

[mjveerhuis1]

Hi Khaled,

Well they are not linked. A new visit is created based on the frequency and the duration entered in the visit details on account level. So from that point of view it is not really a copy from the preceding document. I just don't want the standard contact person to be defaulted in the visits.

Kr.

MJ