This comprehensive guide explains how to create a Field Visit form in Thriwin CRM, detailing various methods of access and form completion for users.
Accessing Field Visit Form via Toolbar
- Click on '+' icon in the toolbar
- Open the Activities dropdown
- Select 'Field Visit' option
- Screenshot:
- Screenshot (1): Toolbar with '+' icon
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- Screenshot (2): Field Visit form after clicking on Field Visit icon in activity dropdown
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Accessing Field Visit Form from Entity Details Pages
Company Details Page
- Description:
- Navigate to specific Company details page
- Click on Field Visit icon
- Company Name automatically pre-fills in participants field
- Screenshot:
- Screenshot (3): Field Visit icon in Company details page
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- Screenshot (4): Field Visit form with Company Name pre-filled
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Lead Details Page
- Description:
- Open specific Lead details page
- Click on Field Visit icon
- Lead Name automatically pre-fills in participants field
- Screenshot:
- Screenshot (5): Field Visit icon in Lead details page
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- Screenshot (6): Field Visit form with Lead Name pre-filled
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Deals Details Page
- Description:
- Navigate to specific Deal details page
- Click on Field Visit icon
- Corresponding Deal's Leads automatically pre-fill in participants field
- Screenshot:
- Screenshot (7): Field Visit icon in Deals details page
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- Screenshot (8): Field Visit form with Deal Leads pre-filled
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Marketing Contacts Details Page
- Description:
- Open specific Marketing Contact details page
- Click on Field Visit icon
- Marketing Contact name automatically pre-fills in participants field
- Screenshot:
- Screenshot (9): Field Visit icon in Marketing Contacts details page
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- Screenshot (14): Field Visit form with Marketing Contact pre-filled
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Accessing Field Visit Form from Admin Settings
- Description:
- Navigate to Admin Settings
- Select 'Assign Field Visit'
- No fields are pre-filled
- Admin must manually enter all required information
- Considered as an administrative task
- Screenshot:
- Screenshot (10): 'Assign Field Visit' option
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- Screenshot (11): Blank Field Visit form in Admin Settings
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Common Issues and Troubleshooting
- Issue 1: Fields not pre-filling correctly
- Solution: Verify correct entity is selected before opening Field Visit form
- Issue 2: Unable to save Field Visit forms
- Solution: Ensure all required fields are completed
FAQs
- Question 1: Can I modify pre-filled participant information?
- Answer: Yes, pre-filled information can be edited before form submission
- Question 2: Is Field Visit form the same across different access methods?
- Answer: Core form remains consistent, with variations in pre-filling based on access point
Need More Help?
- Contact Support: Reach out to Thriwin CRM support team for detailed assistance with Field Visit form navigation and completion.