# Visit

<table id="bkmrk-titel-verf%C3%BCgbar-widg" style="font-family:'-apple-system', BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif;font-size:14px;width:100%;height:143.391px;"><colgroup><col style="width:26.2217%;"></col><col style="width:25.0298%;"></col><col style="width:48.7485%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Title</td> <td style="height:29.7969px;">Widget</td> <td style="height:29.7969px;">Widget description</td> </tr> </thead> <tbody> <tr style="height:113.594px;"> <td style="height:113.594px;">Visit</td> <td style="height:113.594px;"><div drawio-diagram="1315"><img src="https://en.wiki.dedesales.de/uploads/images/drawio/2026-10/KddYbVhPiJLz20j0-drawing-8-1793263674.png" alt="Uccz8wjA9KzBg7rz-drawing-8-1744281322.png"/></div>

 </td> <td style="height:113.594px;">

1. Visiting frequency
2. Tour
3. Starting and ending the visit
4. Visit duration in the customer master data
5. [Last ](https://wiki.dedesales.de/link/204#bkmrk-faq-wie-steuere-ich-)visit recorded and transferred in DeDeSales.
 

Available:

- Customer details page
- Only available when a trip has been started
 
 </td> </tr> <tr> <td>Visit</td> <td><div drawio-diagram="2050"><img src="https://en.wiki.dedesales.de/uploads/images/drawio/2026-10/VemGNIWLJCNXBir3-drawing-8-1793265221.png" alt="vDDFVDMFXbRwedj2-drawing-9-1760950922.png"/></div>

 </td> <td>1\. Customer location

2\. Briefcase, when a visit is ongoing (additionally the icon is shown active (blue))

Available:

- Homepage dashboard
- Only available when a trip has been started
 
 </td> </tr> <tr> <td>Visit</td> <td>[![image.png](https://en.wiki.dedesales.de/uploads/images/drawio/2026-10/5gjSYUmaJD33RYHr-drawing-8-1793269674.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-10/ShstjdY26V6TQKrK-image.png)

 </td> <td>If no visit is ongoing:

- Opens the customer selection.
- Then you reach the visit page.
 

Available:

- Homepage dashboard
- Only available when a trip has been started
 
 </td> </tr> </tbody> </table>

## General

### Header

<div drawio-diagram="1620"><img src="https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/H5NvoHxTUniX9qt4-ljexf3r2dik6vf7t-drawing-8-1748950363.png" alt="lJEXf3r2DIk6VF7T-drawing-8-1748950363.png"/></div>

1. Calls up the customer (only visible when accessing the entry via Reports)
2. Changes the customer (only visible when creating the entry via Reports)
 

### Form

#### General

<table id="bkmrk-feld-recht-referenz-" style="border-collapse:collapse;width:100%;height:420.953px;"><colgroup><col style="width:33.3333%;"></col><col style="width:33.3333%;"></col><col style="width:33.3333%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Field</td> <td style="height:29.7969px;">Right</td> <td style="height:29.7969px;">Reference</td> </tr> </thead> <tbody> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Start</td> <td style="height:29.7969px;"> </td> <td style="height:29.7969px;"> </td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">End</td> <td style="height:29.7969px;"> </td> <td style="height:29.7969px;"> </td> </tr> <tr> <td>On behalf of</td> <td>DAILY REPORT / visits / On behalf of</td> <td>Employee</td> </tr> <tr> <td>Contact</td> <td>DAILY REPORT / visits / Contact at Visit conclusion Mandatory</td> <td>Customer contacts</td> </tr> <tr> <td>Campaign</td> <td>  
</td> <td>Campaigns</td> </tr> <tr> <td>Visit type</td> <td>DAILY REPORT / visits / Follow-up</td> <td>  
</td> </tr> </tbody> </table>

#### Activities

<table id="bkmrk-feld-recht-referenz--1" style="border-collapse:collapse;width:100%;height:148.984px;"><colgroup><col style="width:33.3333%;"></col><col style="width:33.3333%;"></col><col style="width:33.3333%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Field</td> <td style="height:29.7969px;">Right</td> <td style="height:29.7969px;">Reference</td> </tr> </thead> <tbody> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Checkbox \| Activity</td> <td style="height:29.7969px;">DAILY REPORT / visits / Activities

DAILY REPORT / visits / At least one activity must be stated.

 </td> <td style="height:29.7969px;">Code table: Activities</td> </tr> <tr> <td>Checkbox \| Miscellaneous</td> <td>DAILY REPORT / visits Other tasks

 </td> <td>  
</td> </tr> </tbody> </table>

#### Orders

##### Grid

<table id="bkmrk-click-swipe-ansichte-3" style="border-collapse:collapse;width:100%;"><colgroup><col style="width:33.3731%;"></col><col style="width:33.3731%;"></col><col style="width:33.3731%;"></col></colgroup> <thead> <tr> <td>Click</td> <td>Swipe</td> <td>Views</td> </tr> </thead> <tbody> <tr> <td>[Order](https://en.wiki.dedesales.de/books/service-description-for-order-quotation-and-complaint-entry/page/order-header "Order header")</td> <td> </td> <td>

1. Table
 
 </td> </tr> </tbody> </table>

##### Column definition

<table id="bkmrk-bezeichnung-sichtbar-3" style="border-collapse:collapse;width:100%;height:297.969px;"><colgroup><col style="width:28.7247%;"></col><col style="width:14.6603%;"></col><col style="width:11.4401%;"></col><col style="width:7.86864%;"></col><col style="width:37.4255%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Name</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">Sort</td> <td style="height:29.7969px;">Full text</td> <td style="height:29.7969px;">Explanation</td> </tr> </thead> <tbody> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Date</td> <td style="height:29.7969px;">Forced</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Type</td> <td style="height:29.7969px;">Forced</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">ERP no.</td> <td style="height:29.7969px;">Forced</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Order reason</td> <td style="height:29.7969px;">Forced</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> </tbody> </table>


#### Departments

<table id="bkmrk-feld-recht-referenz--2" style="border-collapse:collapse;width:100%;height:64.1719px;"><colgroup><col style="width:33.3333%;"></col><col style="width:33.3333%;"></col><col style="width:33.3333%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Field</td> <td style="height:29.7969px;">Right</td> <td style="height:29.7969px;">Reference</td> </tr> </thead> <tbody> <tr style="height:34.375px;"> <td style="height:34.375px;">Checkbox \| Department</td> <td style="height:34.375px;">DAILY REPORT / visits / Departments

 </td> <td style="height:34.375px;">Code table: Department</td> </tr> </tbody> </table>

#### Report

<table id="bkmrk-feld-recht-referenz--3" style="border-collapse:collapse;width:100%;height:148.984px;"><colgroup><col style="width:33.3333%;"></col><col style="width:33.3333%;"></col><col style="width:33.3333%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Field</td> <td style="height:29.7969px;">Right</td> <td style="height:29.7969px;">Reference</td> </tr> </thead> <tbody> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Single input field</td> <td style="height:29.7969px;">DAILY REPORT / visits / Visit report</td> <td style="height:29.7969px;">  
</td> </tr> </tbody> </table>

#### Calendar management

<table id="bkmrk-feld-recht-referenz--4" style="border-collapse:collapse;width:100%;height:148.984px;"><colgroup><col style="width:33.3333%;"></col><col style="width:33.3333%;"></col><col style="width:33.3333%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Field</td> <td style="height:29.7969px;">Right</td> <td style="height:29.7969px;">Reference</td> </tr> </thead> <tbody> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Only visible if there is also an appointment for the customer on that day and only visible at Visit conclusion</td> <td style="height:29.7969px;">Settings \\ Update appointments after visit</td> <td style="height:29.7969px;">Option to set the status and the result</td> </tr> </tbody> </table>

#### Validation

1. A visit must last at least one minute.
2. End must be present.
3. Tasks with Priority Z must all be Completed.
 

#### Action buttons

<table id="bkmrk-name-funktion-sichtb" style="width:100%;height:169.578px;"><colgroup><col style="width:11.7998%;"></col><col style="width:55.0759%;"></col><col style="width:33.1243%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Name</td> <td style="height:29.7969px;">Function</td> <td style="height:29.7969px;">Visibility</td> </tr> </thead> <tbody> <tr style="height:63.3906px;"> <td style="height:63.3906px;">Start</td> <td style="height:63.3906px;">The Start time is pre-filled with the current time.

Saves your entries and starts the visit.

 </td> <td style="height:63.3906px;">When the visit is created via the widget and has not yet been started.</td> </tr> <tr style="height:46.5938px;"> <td style="height:46.5938px;">Save</td> <td style="height:46.5938px;">The End time is still empty because the visit is not yet Completed.

Saves your entries.

 </td> <td style="height:46.5938px;">When the already started visit is clicked via the widget.</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Complete</td> <td style="height:29.7969px;">

- Saves your entries and completes the visit.
- Mandatory fields are validated.
- Priority Z task check does not take place if the visit is completed via Reports.
- A workflow can be started via the kebab menu (only if the "Workflow" module is licensed and there is a corresponding workflow.)
 
 </td> <td style="height:29.7969px;">When editing a visit</td> </tr> </tbody> </table>

<details id="bkmrk-faq-wie-steuere-ich-"> <summary>FAQ</summary>

<span style="text-decoration:underline;">Why is the value from the last visit not current?</span>

The last visit is determined via the Total import. If this has not run, it may be that the value differs from the actual last visit.

</details>