02 May Searching for Scheduled Field Visits
Posted at 15:48h in
Applicable accounts: ‘Regular’ Account ‘Enterprise’ Account
Searching for Scheduled Field Visits
You may need to search for scheduled field visits while using the Field Visits Module.
To Search for a Scheduled Field Visit
1. On the FZM Menu, click Franchisee Field Visits, then Search Field Visits.
Figure 24. Click Search Field Visits
2. On the Search Field Visits window, enter the franchisee name, then click Search. The franchisee name is then displayed on the Results section at the bottom.
3. Click the Details button to the right to open the franchisee’s applicable Field Visit record.