Record a customer visit
Check in, capture visit details and check out with the required location.
Menus and actions depend on your company's settings and your access. If something is missing, ask your company administrator.
Before you begin #
Enable device location and allow the app/browser to access it. Have the intended customer/lead selected.
Step by step #
- Open Visit Entry from the available customer/field-work flow.
- Use Check-in and allow the device to obtain a location.
- Complete visit details, required custom fields and any photos.
- Use the available order/receipt actions only when needed.
- Save the visit and check out according to your workflow.
- Reopen the record to verify timing and captured details.
Understand the fields #
- Check-in/out: records visit timing and applicable location.
- Custom forms: may request brand, shop or other business-specific data.
- Location: required by the visit flow; coordinates must actually be available.
Check the result #
Verify that the visit saved successfully; filling the form alone does not save it.
If something goes wrong #
“Location is required” means the app could not obtain the required location for saving. Check location service and app/browser permissions, then Try Again. Do not keep resubmitting without resolving access.
On mobile #
Open the same module from the app menu. Use the record card or its actions menu. Scroll through the form before saving so that required fields and validation messages are not missed. Your permissions still apply.