Row Action Menu
1.1 View
Opens visit details in view mode.
6.2 Delete
Removes the visit record (based on permission).
Note:
Visits often do not allow edit after completion for reporting and audit purposes.
Filter Panel (Right Sidebar)
Navigation Path:
Sales Module → Activity → Visit → Click on Filter Icon
2.1 How Filtering Works
When clicking the filter icon, the user first selects a Search Field, then the system shows the relevant input (dropdown, time filter, etc.).
2.2 Common Search Fields (Examples)
Options can include:
- Address 1
- Address 2
- Landmark
- City
- In time
- Out time
- Other fields depending on configuration
2.3 Why This Is Useful
Especially useful for:
- Filtering visits by location
- Reviewing city-wise or region-wise visits
- Monitoring field activity across territories
Customize Columns Panel
3.1 What Users Can Do
Users can:
- Show or hide columns
- Reorder columns
- Personalize the table layout
Locked column:
- Subject (cannot hide)
3.2 Common Customization Examples
Field manager:
- Keeps In/Out Address visible for verification
Admin:
- Keeps Created By visible for audit tracking