Skip to Content
0

Convert appointments to Visits?

Oct 24, 2016 at 01:47 PM

56

avatar image

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

10 |10000 characters needed characters left characters exceeded
* Please Login or Register to Answer, Follow or Comment.

1 Answer

Best Answer
Loganathan P 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


Share
10 |10000 characters needed characters left characters exceeded