Skip to Content

Convert appointments to Visits?

Hi All,

In C4C, we have been using Appointments to track our meetings/visits to clients. Is it possible to convert these to the concept of Visits, if we choose to in the future? I'm reading that there is more functionality in Visits (kind of like appointments on steroids), and just doing some research to see if we can convert them without having to re-enter them all as Visits....

Thanks in advance

Add comment
10|10000 characters needed characters exceeded

  • Get RSS Feed

1 Answer

  • Best Answer
    Oct 26, 2016 at 08:19 AM
    -1

    Hi Sandico Mark

    Open the Appointment and go to RELATED ITEMS and then select NEW under the FOLLOWUP ITEMS section.After this select the VISIT as your object and create.

    By doing this,Visits will be created with reference to the Appointment and these two will be available under the DOCUMENT FLOW tab.

    Note:

    If RELATED ITEMS tab is not visible,make that tab as visible using Personalize

    Regards

    Logan

    Add comment
    10|10000 characters needed characters exceeded