How can I add Notes into my Visit?

Notes 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 notes.
• Click thebutton at the bottom right of the New Visits tab, then click the Note button.
• If you want to add a reminder for your note reminder, fill in the Reminder Date \ Time field.
• You can add a note to your visit by clicking the CONFIRMbutton in the upper right corner.

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 Notebutton.
• If you want to add a reminder for your note reminder, fill in the Reminder Date \ Time field.
• You can add a note to your visit by clicking the CONFIRMbutton in the upper right corner.

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 notes.
• Click thebutton at the bottom right of the New Visits tab, then click the Notebutton.
• If you want to add a reminder for your note reminder, fill in the Reminder Date \ Time field.
• You can add a note to your visit by clicking the CONFIRMbutton in the upper right corner.

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 notes.
• Click thebutton at the bottom right of the New Visits tab, then click the Note button.
• If you want to add a reminder for your note reminder, fill in the Reminder Date \ Time field.
• You can add a note to your visit by clicking the CONFIRMbutton in the upper right corner.

5- To add notes 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 notes.
• Click thebutton at the bottom right of the New Visits tab, then click the Notebutton.
• If you want to add a reminder for your note reminder, fill in the Reminder Date \ Time field.
• You can add a note to your visit by clicking the CONFIRMbutton in the upper right corner.