Left Panel — Person List

1.1 What You See in the List

This is a vertical list of all saved contacts. Each row shows:

• Person name
• Primary contact number

Example:

• Zeeshan Saleem
• +91 9760009000

1.2 Search Bar (Top)

Used for quick access when the contact database is large.
Capabilities:

• Search by name
• Search by mobile number

Shortcut: Ctrl + K

1.3 Sort Icon (A–Z / Z–A)

Enables alphabetical sorting of the person list.

1.4 Filter Icon 

Opens the filter panel (explained later in this document).

1.5 + Person Button (Top Right)

Navigation Path:
Sales Module → Contact→  Person → Click on + Person

Creates a new Person record.

Person Detail View (Right Panel)

2.1 What Happens When You Click a Person?

When a user selects any person from the list, full details open on the right side.

Person Detail — Section Breakdown

3.1 Header Section

Shows:

• Profile icon
• Person name
• Primary contact number

Right side typically includes:

• Three dot menu (⋮)
• Convert to Customer button

3.2 Basic Details

Contains core identity information such as:

• Name
• Contact number
• Email ID
• PAN number
• Credit period
• Birth date
• Anniversary date

Edit behavior:

• Edit icon allows updating basic information

Purpose:
This is the primary identity and communication information of the contact.

3.3 Billing Details

Displays billing-related information such as:

• Address
• City
• State
• Country
• GST type and more

Billing card actions (⋮ inside billing card) may include:

• Edit
• Delete

Used when:

• Contact becomes a billing party
• Contact is linked to quotation or invoice

Notes:

• Multiple billing details can be added.

3.4 Shipping Details

Same as Billing (Checkbox)

When enabled, the shipping address is auto-copied from billing.

Shipping Address Fields

Same structure as billing, typically showing:

• Address
• City
• State
• Country

Parcel Receiver (If Different From Buyer)

Includes:

• Receiver name
• Company name
• Contact number
• Email ID

Shipping card actions (⋮ inside shipping card) may include:

• Edit
• Delete

Used when:

• Receiving person is different from buying person
• Shipping details are required for quotation and invoice

Notes:

• Multiple shipping details can be added.

3.5 Other Details

Contains:

• Remark
• Description

Used for:
Sales notes and historical context, for example:
“Shared details on WhatsApp. Demo scheduled 27-2.”

At the bottom, the system usually shows audit fields such as:

• Last updated by
• Created by
• Date and time

Purpose:
Supports reporting, accountability, and audit trail.

Navigation Path:
Sales Module → Contact → Person

2.1 Purpose of This Screen

This screen displays all individual contacts stored in the system.
A Person can exist independently or from :

• Deal
• Organization
• Customer

The Person Module in WORTAL CRM is designed to manage and maintain detailed records of individual contacts associated with business activities. A ‘Person’ represents a real individual—such as a buyer, decision-maker, manager, or any stakeholder linked to Leads, Deals, or Organizations.

This module serves as a central repository for all personal and professional information, including contact details, email, identification data (e.g., PAN), credit terms, and important dates like birthdays and anniversaries. It also allows users to manage billing and shipping addresses, ensuring accurate and organized record-keeping

Full Visit Flow Summary

User reaches client location
Clicks Check In
System captures GPS and time
User meets client
Clicks Check Out
Adds summary and proof
Duration auto-calculates

Why the Visit Module Is Important

2.1 For Owners

• Know where the sales team went
• Verify location
• Track time spent
• Evaluate productivity

2.2 For Managers

• Monitor visit frequency
• Track region-wise activity
• Improve field discipline

2.3 For Business

• Reduces fake reporting
• Builds visit history per lead or deal
• Improves team accountability

Check In

1.1 Purpose

Used when a field executive reaches the client location and starts the visit.

1.2 Switch to Manual Entry (Toggle)

Default: OFF
When OFF (GPS mode):

• Location auto-captured using GPS
• Date and time auto-captured from system
• Used for real-time tracking

When ON (Manual mode):
User manually enters:

• Date
• Time
• Location
• Reason

Used when:

• Network unavailable
• GPS error
• Backdated entry is required

1.3 Visit For (Mandatory)

User must select what the visit is related to:

• Lead
• Deal
• Person
• Organization
• Task
• Cold

This decides where the visit record appears.

1.4 Select Lead / Deal / etc. (Mandatory)

Dropdown depends on Visit For selection.
Example:
If Visit For = Lead → Then you will see all lead’s records.

1.5 Location (Mandatory)

GPS mode:

• Auto-fetched from device location

Manual mode:

• User enters location manually

System stores:

• Latitude
• Longitude
• Full address

1.6 Attendees (Optional)

Internal team members present during the visit.
Used for:

• Multi-person visit tracking
• Team accountability

1.7 Add Proof of Check-In

Max: 6 photos
Purpose:

• Client office photo
• Photo with client
• Business card proof
• Site image

Ensures:

• Visit authenticity
• Field transparency

11.8 Check In Button

On click, the system stores:

• Visit For and linked record
• GPS location 
• Check-in time
• Proof images

Visit status becomes: In Progress

Follow Up a Visit (Future Visit Scheduling)

2.1 Subject (Mandatory)

Title of the visit.
Examples:

• Demo Visit
• Payment Collection
• Installation Visit

2.2 Parent and Linked To (Mandatory)

Select Lead / Deal / etc.
Then select the specific record.

2.3 Date and Time (Mandatory)

Future visit date and time.

2.4 Remind Me Before

Options can include:

• Minutes
• Hours
• Days

Used for:

• Reminder notifications

2.5 Description

Detailed planning notes.
Example:
“Need to demonstrate inventory module.”

12.6 Attendees

Team members assigned to the visit.

2.7 Address Section

User defines visit location. Fields can include:

• Address 1
• Address 2
• Country
• State
• City
• Pincode

Ensures:

• Proper planning
• Travel clarity

Check Out

3.1 Purpose

Used when the user completes the visit.
Top section typically shows (read-only):

• Visit For
• Linked record
• Check-in time
• Check-in location

3.2 Switch to Manual Entry

Used if:

• User forgot to check out on time
• Time or location needs adjustment

3.3 Subject (Mandatory)

Summary title of the completed visit.

3.4 Summary

What happened during the visit?
Examples:

• Client interested
• Demo completed
• Payment expected next week

3.5 Location (Mandatory)

Default:

• Auto-captured via GPS

Manual mode:

• User enters location manually

3.6 Add Proof of Check-Out (Mandatory)

Max: 6 photos
Ensures:

• Visit closure authenticity
• Reduced fake field entries

3.7 Follow Up Dropdown

User can instantly create a follow-up:

• Call
• Meeting
• Visit

Linked to the same record.

3.8 Check Out Button

On click, the system:

• Captures check-out time
• Calculates duration
• Marks visit as Completed
• Moves entry to Log Visits bucket

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

Each row represents one field visit.

1.1 Subject

Title of the visit.
Examples:

• Demo
• Support Meeting
• Final Meeting

Helps identify visit purposes quickly.

1.2 Parent

Indicates which module the visit belongs to:

• Lead
• Deal
• Cold

This determines where the visit appears in the CRM.

1.3 Linked To

Name of the person or deal connected to the visit.
Examples:

• Himanshu Kaushik
• Pavan Dixit

1.4 In Date Time

Time when the user checked in at the location.
Captured when the user presses Check-in.

1.5 Out Date Time

Time when the user checked out.
Captured when the user presses Check Out.

1.6 Duration

Auto-calculated:
Out time − In time

Used to measure:

• Time spent at client location
• Field productivity

1.7 Summary

Short description of what happened during the visit.
Example:
“Explained pricing and product features.”

Important for:

• Manager review and context

1.8 In Address

GPS or manually entered location at check-in.
Used to verify:

• Whether the visit actually happened at the client location

1.9 Out Address

GPS location at check-out.
Used for:

• Location validation

1.10 In Reason

Reason selected when checking in through manual entry (if real-time check-in was not possible).
Examples:

• Not sure of location
• Client was together
• Cold visit

1.11 Out Reason

Reason or remark added while checking out.
Examples:

• Was in a hurry and forgot
• Client unavailable
• Rescheduled

1.12 Attendees
internal team members present during the visit

1.13 Created By
User who logged the visit.

1.14 Updated By
User who last edited the visit record.

1.1 Search Subject
Search visits by subject name.

Shortcut Key: Ctrl + K
Examples:

• Demo Done
• Final Meeting
• Support Visit

4.2 Filter Icon

Navigation Path:
Sales Module → Activity → Visit  → Click on Filter Icon

Open the advanced filter panel (right sidebar).
Used to narrow down visit records based on location, timing, and other fields.

4.3 Follow Up Button

Navigation Path:
Sales Module → Activity → Meeting → Click on Follow Up

Used to:

• Schedule a future visit.

4.4 Visit Button

Navigation Path:
Sales Module → Activity → Meeting → Click on Visit

Used to:

• Log a new visit entry (past or real-time visit).

1.1 What This Dropdown Does
The dropdown near Log Visits (5) lets users quickly switch between visit buckets without applying filters.

1.2 Available Categories

Log Visits (5)
Shows visits that are completed and logged. These typically include:

• Check-in time
• Check-out time
• Duration
• Location

Follow Up Visits (3)
Shows scheduled future visits.

Used for:

• Planning field travel
• Tracking upcoming appointments

Cancel Visits (0)
Shows visits that were scheduled but later cancelled.

Important for:

• Monitoring dropped appointments
• Evaluating field planning gaps

All Visits (8)
Shows everything combined:

• Logged
• Follow-up
• Cancelled

Navigation Path:
Sales Module → Activity → Visit

Purpose of This Screen

This screen is used to track physical field visits made by sales team members.
Unlike Calls and Meetings, a Visit includes:

• In time
• Out time
• Location tracking
• Visit reasons

This module is mainly designed for on-field team monitoring.