Client Visits Manual
Audit customer site meetings, visit logs, and field reports.
1. Introduction
Employees log field client visits directly from their mobile app. This module displays the compiled logs for administration review.
2. Verification Parameters
- Customer Profiles: View client company name, contact person, phone, and email.
- GPS Verification: Confirm coordinates of the meeting location on a map layout.
- Visit Remarks: Read meeting summaries, notes, and task progress submitted by the representative.