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New Visit Report

The procedure for creating a new Visit Report allows you to define the characteristics of the visit made by the contact.

The form is divided into two parts. In the upper part, the following fields are present:

Visit report type: allows you to indicate the type of Visit Report you are entering and refers to the corresponding table, composed of Code and Description.
Number: this is the number of the Visit Report, automatically assigned by Fluentis.
Date: this is the date related to the visit and is set to today's date.
Object: this field should indicate the reason for the visit to the customer.
Note: free field for entering additional notes related to the visit.
Contact/Customer: this field should indicate the CRM contact or the customer to which the Visit Report refers. The label of the field and the subject of reference for the field itself change depending on whether the flag is placed on the Crm Contact or on the Fluentis Account.
Participants: in this freely filled field, the individuals who participated in the meeting should be indicated.
Agent: in this field, which refers to the agents' registry of Fluentis, the agent who attended the meeting should be indicated, if present.

The lower part of the form, on the other hand, presents two tabs.

Doc.​

In this tab, the actual report created during the visit is generally filled out. This document can contain various information, based on the type of visit made. For this reason, in the grid, it is possible to select a Template to use as the basis for the report and to complete it with the customer's information. It is therefore necessary to create the various templates in advance to have them available during the visit and to be able to use them. On the right side, the selected Template will be displayed, and it will be possible to fill it out. It is also possible to enter the necessary data for sending the document via email.
For the management of the template, the following sections are available:

  • Email: this tab contains:
  • Print Report: allows printing the worksheet;
  • Print Preview: allows for a print preview of the worksheet;
  • Save: allows saving a copy of the document;
  • Cancel: cancels the last modification to the template;
  • Restore: restores the last modification deleted from the template.

  • Home: this Tab contains buttons for basic editing functionalities of the Template text, such as font size, lists, text alignment, etc. It recalls the basic functions of the most common text editors, such as Microsoft Word.

  • Insert: this Tab contains buttons for inserting various elements into the Template:

  • Insert Table: allows you to insert a table into the worksheet;
  • Align Image: allows you to insert an image into the body of the document;
  • Picture: allows you to insert an image into the body of the document;
  • Bookmark: allows you to insert a bookmark within the template;
  • Hyperlink: allows you to insert a link to a webpage or to a bookmark in the template;
  • Heading: allows you to insert the header of the template;
  • Footer: allows you to insert the footer of the template;
  • Page Number: serves to indicate the page number in the header or footer of the Template;
  • Page Count: serves to indicate the total number of pages of the template in the header or footer;
  • Text Box: allows you to insert a text box into the Template;
  • Symbol: serves to insert a special symbol within the Template.
  • Merge data: in this tab, the buttons necessary for managing and inserting merge data are present.
  • Insert Merge Field: This button allows you to insert the merge data by selecting them from a list based on the Data Source referenced by the Template;
  • View Merged Data: this button allows you to hide/view the merged data inserted in the template;
  • Show All Field Codes: the button serves to show the codes of the fields used as merge data;
  • Show All Field Results: the button serves to show the results of the extraction of the fields used as merge data;
  • First Record: allows you to position yourself on the first record extracted from the merge data;
  • Previous Record: allows you to position yourself on the previous record relative to the current one extracted from the merge data;
  • Next Record: allows you to position yourself on the next record relative to the current one extracted from the merge data;
  • Last Record: allows you to position yourself on the last record extracted from the merge data.

Attached Documents​

In this tab, you can consult the attached documents. To attach documents, you can proceed in two ways:

  • using the button from the Document tools bar, you can choose to attach an already coded document in Fluentis or to create a new Document to attach.
  • by directly using the right mouse button in the grid and selecting Attach file, you enter the creation of a new Document to attach.