![[Tip]](images/tip.png)
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Tip |
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Record after the visit is made. |
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- Visit Ref.#
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Key in a unique Visit Reference Number. Example: Visit/001.
![[Note]](images/note.png)
Note Focus 'Visit Ref.#' text box and right click. Business Manager will suggest a random reference number. Click to accept.
- Visit Date
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Date of Visit.
Tip Visits can be made outside the contract boundary [Effective From - Effective Till].
- Contract
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Contract for which the visit was made.
- Visit Type
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Type of visit. Use 'New -> Visit Type' menu to create new ones.
- Attended By
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Employee who made the visit.
- Visit Cost
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Note Contracts and Service Calls are revenue objects whereas Visits are cost objects. That is, it costs to comply with contractual obligations.
- Visit Action
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Record the activity that was performed during the visit. Issues during the visit can be managed with Issue Resolution module.
- Documents (Click On 'Documents' Tab)
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List of documents attached to this Visit.
Right click on the grid to attach a document.
To remove an attachment, select a row and right click.