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May 25, 2020 at 11:57 PM

Modify/Add C4C Visit description generated from Routes

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Hi Experts,

Currently, Visits generated from Routes (Action->Generate Visits) will always have a default description of 'Visit' + <Account name>. We want to change this by letting the users put in their Visit description (subject if you will) prior to the Visit generation/creation in Routes. Thanks a lot!