Purani visit me GPS nahi liya jaata ("Location won't be saved — this is a past visit."), aur naye contact ka pin agli asli visit par lagta hai. Bhavishya ki date par "A visit cannot be in the future" aur 1 saal se purani par "Visits older than 1 year are not allowed" aata hai. Clinic ke Visits tab me aisi visit par "🕓 past" likha aata hai. Purani visit contact ki "Last" date ko kabhi peeche nahi le jaati agar baad ki asli visit pehle se ho. Bahut saari purani visits ek saath daalni ho to web ke Contacts tab me "📥 Import past visits" use karo.
Field officer purani (beeti hui) visit kaise daale?
Officer link → "➕ Add visit" → "🕓 Adding a past visit (I'm not there now)" tick → "When did you meet?" me Today / Yesterday / "2 days ago" / "1 week ago" / "15 days ago" ya "Other date" → contact search karke tap karo ya naya contact bharo → "🕓 Save past visit". Location save nahi hoti.
Where in ORALZY: Patient Connect → Leads & Outreach → Field Marketing · Officer ka link → "➕ Add visit" → "🕓 Adding a past visit"
Quick steps
- Officer link me "➕ Add visit" kholo
- "🕓 Adding a past visit (I'm not there now)" tick karo
- "When did you meet?" me din chuno
- Contact par tap karo ya naya bharo → "🕓 Save past visit"