Suppose that there are visit reports that should be captured by sales staff members for an appointment. If required, default questionnaires have been defined for appointment subtypes (e.g., visit of a new or existing customer).
Using the Create visit report function, the sales employee opens from within the appointment the visit report assistant and the questionnaire matching the subtype and fills it in. If responses have already been specified in the appointment, the questionnaire already edited can be opened and corrected if necessary.
After finishing, the personalized answer records are written to the answer table and can be found in the questionnaire, in the main case of the appointment (if available), in the contact, and in the appointment. The main participant of the appointment is always set in the contact field of the answer record. In addition, a readable report is generated and displayed in the Visit report tab of the appointment.
The visit report is not assigned to a contact. It can only be viewed via the appointment.