Visits and Visit Tasks
In order to create a Visit with Tasks, you need to define an Action Plan Template that creates the Tasks to associate with a specific Visit. Please see...
Thu, 28 May, 2020 at 3:13 PM
When you create a Visit, you will need to associate it with an Action Plan and therefore an Action Plan Template. Please see this article for instructi...
Thu, 28 May, 2020 at 3:12 PM