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What is the deactivate business partner visiting information feature under Visits?

May 03, 2017 at 11:28 AM

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Former Member

Hi,

I was going through the scoping questions for Visits and there was a question -'Do you want to deactivate business partner visiting information feature?'

Can anyone explain this feature.

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Best Answer
Gabriel Brage
Sep 07, 2017 at 06:20 PM
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Hello Ruchi,

With this feature, in case you create a new visit for a customer that was visited before, the notes from the last visit will be automatically copied to this new visit. The reason for this is such that the user can get a quick synopsis of the details from the last visit, which would be the most relevant notes to be aware of. As soon as the initial visit for the account is completed, then that visit's check-out date/time and notes become by default the date/time and notes from that current visit.

Best Regards

Gabriel Brage

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