Forms can be added to the visit from 5 different screen.


1- From the Dashboard screen;


  • Click thebutton at the lower right of the dashboard screen.
  • Click the New Visit button.
  • Click on the client you want to add forms.
  • Click thebutton at the bottom right of the New Visits tab, then click the Formbutton.
  • Click the form you want to add to your visit from the Select Form pop-up.
  • After filling out the form, you can add the form to your visit by clicking the CONFIRMbutton in the upper right corner.



2- From the Clients screen;



  • Sign in to FieldPie and click the Clients button from the upper left menu.
  • Click the START VISIT button of the client you want to add forms.
  • Click thebutton at the bottom right of the New Visits tab, then click the Formbutton.
  • Click the form you want to add to your visit from the Select Form pop-up.
  • After filling out the form, you can add the form to your visit by clicking the CONFIRMbutton in the upper right corner.




3- From the Visits screen;



  • Sign in to FieldPie and click the Visits button from the upper left menu.
  • Click thebutton at the lower right.
  • Click on the client you want to add forms.
  • Click the button at the bottom right of the New Visits tab, then click the Formbutton.
  • Click the form you want to add to your visit from the Select Form pop-up.
  • After filling out the form, you can add the form to your visit by clicking the CONFIRMbutton in the upper right corner.




4- From the Plans screen;



  • Sign in to FieldPie and click the Plans button from the upper left menu.
  • Click the visit assigned by your site manager.
  • Click the RESUME button of the client you want to add forms.
  • Click thebutton at the bottom right of the New Visits tab, then click the Formbutton.
  • Click the form you want to add to your visit from the Select Form pop-up.
  • After filling out the form, you can add the form to your visit by clicking the CONFIRMbutton in the upper right corner.




5- To add forms into your visit which has an opportunity: From the Opportunities screen;



  • Sign in to FieldPie and click the Opportunities button from the upper left menu.
  • On that page, you can access your clients who have opportunities.
  • Click the START VISIT button of the client you want to add forms.
  • Click thebutton at the bottom right of the New Visits tab, then click the Formbutton.
  • Click the form you want to add to your visit from the Select Form pop-up.
  • After filling out the form, you can add the form to your visit by clicking the CONFIRMbutton in the upper right corner.