PL ProfitLensGCC ERP by Somar
Help CenterSales & CRMField Visits
Help Center · Sales & CRM

Field Visits

Review field visits on a phone, write visit reports with a form the company designs, follow the team, and approve off-site check-outs.

Product overviewHelp Center

Before you start

  • Sign in to the correct company.
  • Confirm your role and company subscription allow this module.
  • Complete required master data in connected source modules before starting a transaction.
  • Use demo or authorized data while learning.

Workspace map

1. See your own visits grouped by day with a weekly summary

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

2. Search by client and filter by missing report, counted, archived, or not checked out

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

3. Open a visit timeline with check-in and check-out distance

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

4. Write the visit report once, with choice, text, number, date, rating, product, and contact questions

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

5. Team leaders follow their team's visits

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

6. Managers filter all visits, export CSV, and approve or reject off-site check-outs

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

7. Managers design the report form with required and conditional questions, a question library, and a live preview

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

Recommended operating sequence

  1. See your own visits grouped by day with a weekly summary
  2. Search by client and filter by missing report, counted, archived, or not checked out
  3. Open a visit timeline with check-in and check-out distance
  4. Write the visit report once, with choice, text, number, date, rating, product, and contact questions
  5. Team leaders follow their team's visits
  6. Managers filter all visits, export CSV, and approve or reject off-site check-outs
  7. Managers design the report form with required and conditional questions, a question library, and a live preview

Troubleshooting

  • If an action is not visible, check role, permission, record status, and plan entitlement.
  • If data is missing, correct the source module and refresh this workspace.
  • Read the validation message before retrying; an approval or configuration step may be required.
  • Do not bypass protected correction or reversal by creating a duplicate record.
Important scope note: Reports cannot be edited after saving. Form changes apply to new reports only; reports already written keep their own questions and answers. Approvals are open to admins, general managers, HR managers, and sales managers, and nobody approves their own visit.