How can I add Forms into my Visit?

Forms 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 forms.
• Click thebutton at the bottom right of the New Visits tab, then click the Formbutton.
• Click the form you want to add to your visit from the Select Form pop-up.
• After filling out the form, you can add the form 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 forms.
• Click thebutton at the bottom right of the New Visits tab, then click the Formbutton.
• Click the form you want to add to your visit from the Select Form pop-up.
• After filling out the form, you can add the form 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 forms.
• Click the button at the bottom right of the New Visits tab, then click the Formbutton.
• Click the form you want to add to your visit from the Select Form pop-up.
• After filling out the form, you can add the form 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 forms.
• Click thebutton at the bottom right of the New Visits tab, then click the Formbutton.
• Click the form you want to add to your visit from the Select Form pop-up.
• After filling out the form, you can add the form to your visit by clicking the CONFIRMbutton in the upper right corner.

5- To add forms 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.
• On that page, you can access your clients who have opportunities.
• Click the START VISIT button of the client you want to add forms.
• Click thebutton at the bottom right of the New Visits tab, then click the Formbutton.
• Click the form you want to add to your visit from the Select Form pop-up.
• After filling out the form, you can add the form to your visit by clicking the CONFIRMbutton in the upper right corner.