Record Visitors

Contents

In a daily report, you can use the Visitors tab to record the names of visitors to the site and the companies they represent.

To record visitors:

1. Expand the Logs folder and click Daily Reports to open the Daily Reports Log Window.
2. Open the report to which you want to add visitors.
3. Click the Visitors tab and click Add to open the Daily Visitor Log Dialog Box.
4. Enter the time and the company name.
5. Click Select Name to open the Select Contact Dialog Box to select the visitor.
6. Enter any remarks.
7. Link issues or add attachments to the visitor.
8. Click Save and Close when finished, or click Save and Add Another to add another visitor.