How can I add Photos into my Visit?

Photos can be added to the visit from 5 different screen.

1- From the Dashboard screen;

• Click thebutton at the lower right of the dashboard screen.
• Click the New Visit button.
• Click on the client you want to add photos.
• Click thebutton at the bottom right of the New Visits tab, then click the Photo  button.
• After completing the photo shooting in the field, click the OK button.

2- From the Clients screen;

• Sign in to FieldPie and click the Clients button from the upper left menu.
• Click the START VISIT button of the client you want to add photos.
• Click thebutton at the bottom right of the New Visits tab, then click the Photobutton.
• After completing the photo shooting in the field, click the OK button.

3- From the Visits screen;

• Sign in to FieldPie and click the Visits button from the upper left menu.
• Click thebutton at the lower right.
• Click on the client you want to add photos.
• Click thebutton at the bottom right of the New Visits tab, then click the Photobutton.
• After completing the photo shooting in the field, click the OK button.

4- From the Plans screen;

• Sign in to FieldPie and click the Plans button from the upper left menu.
• Click the visit assigned by your site manager.
• Click the RESUME button of the client you want to add photos.
• Click thebutton at the bottom right of the New Visits tab, then click the Photobutton.
• After completing the photo shooting in the field, click the OK button.

5- To add photos into your visit which has an opportunity: From the Opportunities screen;

• Sign in to FieldPie and click the Opportunities button from the upper left menu.
• In that page, you can access your clients who have opportunities.
• Click the START VISIT button of the client you want to add photos.
• Click thebutton at the bottom right of the New Visits tab, then click the Photobutton.
• After completing the photo shooting in the field, click the OK button.