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3.20 Visit Reports

This module is for managing visits to potential or established customers. As usual it is organized with filters and information cards, where it is possible to note down the details of a visit (main information, expenses, etc.).
It is also possible to send a PDF document to a potential customer with details of a completed visit. This provides the customer with a reminder of the visit.

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Visit Reports detail

Organizational layout of related modules
ConversationsNotesProducts
Activities (Calendar)Tasks (Calendar)Messages
PDF MakerProcesses 

 

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