Navigate to the Rep Activity Page by clicking or touching Admin, followed by Activity and then by Rep Activity.
Authorized users can view a list of Field Rep visit records on the Activity page. You can filter the list and export the displayed list to an Excel spreadsheet. Each row displays the following columns of information for each visit:
Column |
Description |
|
To display the Retailer Details dialog box, click the question mark icon next retailer you wish to view. |
Type of contact |
Visit, Phone Call, Email - Icons |
Rep / Store |
Field Rep's name and the Store visited. To display the Service Details dialog box, click store name link. |
Date / Time |
Date of visit and the visit's start and end times. |
Created / Updated |
Date the visit record was created and date of the last update to the record. |
Last Update by / Notes |
Name of the user who last updated the visit record and the notes the user entered. |
|
Indicates that the rep is designated as an Offline user. |
