Where do I find Visits?
In the Visits menu on the left-hand side. If you do not see it, ask your administrator to enable it and make sure your user permissions are set.
How do I start a new visit?
On the Visits landing page, click Create visit list (top-right), then complete the four steps of the Visit List Wizard — Survey, Address Types, Audience, Review — and click Finalise list.
Can I limit visits to certain addresses?
Yes. Choose Address Types during setup (or leave it blank for no restriction). You can also tick Primary address only to use each contact's primary address.
How do I add people to a visit?
In the Audience step, use the single combined search Search for lists or people to add to find a saved list or an individual, then click Add. (Lists over 5,000 records cannot be selected.)
Why is a contact on my list missing from the visit?
Contacts with a restriction that blocks visits are left out of visit lists automatically, even when they are on a list you add. The visit also only includes addresses that match the Address types and Primary address only settings in the builder.
What happens when I record Contact made at the door?
When you record Contact made, choose who you met, and submit the survey, the address status changes to Completed and a Visit post is added to the contact's activity. You can then choose Go to next address, Create task, or Select another contact at this address. Contact made rolls up to the Successful column on the Visits landing page.
What if nobody answers?
Choose Nobody available — this means you attempted the address but no one was available (it rolls up to Unsuccessful). If you did not attempt the address at all, choose Skipped (it rolls up to Unattempted).
Can I record who visited and when?
Yes. Set Visited by me and the Visit time date in the top bar of the Visit Entry screen while completing the survey. Visited by me defaults to you, but you can choose another team member if you are entering results on their behalf. These are used for reporting.
Why does an address say Completed when the landing page says Successful?
They are the same outcome. The Visit Entry screen shows Completed for an address where contact was made; the Visits landing page counts it in the Successful column.
How are addresses ordered for walking?
You choose Group addresses by: Street or Suburb in the builder (Step 2). Within each group, addresses are split by odd / even house numbers automatically to make on-foot routes efficient — this ordering is built in, not a setting.
Can I tag addresses while out in the field?
Yes. Add address tags from the middle panel while viewing an address, to capture on-the-ground context.
Can I log a conversation with someone not in our database?
Yes. Use Someone Else when selecting who you met at the address. If the survey Form has a contact details block, it appears and must be completed, and the person is created as a new contact with the survey logged against them. If the Form has no contact details block, the survey is saved as an anonymous submission.
Can I finish building a visit later?
Yes. Use Save and close in the builder to save your progress. To come back, click the visit list's name on the Visits landing page, then Finalise list when you are ready to run the visit.
Can I print a map of the visit?
Yes. Click the map icon in the visit's row on the Visits landing page to open the Visit Area map, then click Print.
How do I delete a visit list?
On the Visits landing page, open the ⋯ menu in the visit's row and choose Delete.