In default AlmightyCS there is no way to track visits done by employees or sales persons to customers. So here using this module you can Manage Your customer visits done by employees. Here Visits are linked with Sale, Project and Tasks so based on your requirements you can Link related records.
New menu and tree views for Visits.
Form view for visits with Uniqe numbers and project, sale, task and product information.
Calendar view for visits.
Pivot view for visits.
Option to make product visi type and allow selection of those product only in visits.
Smart button on project to check all linked visits with this project.
Smart button on task to check all linked visits with this project.
Smart button on sale to check all linked visits with this project.
Access management for visits by user and manager level access.
Last but not least: You can print visit report also. You can send visit info to your customer for signature.
To use this module no technical knowledge is required even no configuration is needed. Just install module and functionality is ready to use. For more customization and help contactus.
Invoice your Visits
Once you have Visits done by employees in your system in some cases you need to invoice them to the related customers. To handle such a usecases we have added this module. You can Invoice visits in few clicks only.