PL ProfitLensGCC ERP by Somar
ERP & SolutionsSales & CRMMy Visits
Sales & CRM

My Visits

Review recent field visits, filter them on a phone, and write or reopen a short visit report.

Open guide All modules
LiveERPGCC

Capabilities

  • Show the last 30 days of your own visits
  • Search by client name
  • Filter by written, pending, completed, off-site, or in-progress visits
  • Load older visits
  • Open a saved report or record a pending one

How it works inside the ERP

  1. Show the last 30 days of your own visits
  2. Search by client name
  3. Filter by written, pending, completed, off-site, or in-progress visits
  4. Load older visits
  5. Open a saved report or record a pending one

Important scope note

A visit stays pending until its report is saved. Check-in distance rules stay on the Rep Dashboard.

Product evidence

This description was reviewed against user-visible interfaces and behavior in:

  • public/modules/visit-reports/view.html
  • public/modules/visit-reports/logic.js