Assigning visits to a visit site

To assign previous and upcoming visits to a visit site, use the Adjust Selected Visits window.
  1. In the Visits dynamic view, select the visit or visits to change.
  2. Right-click a selected visit.
  3. From the context menu, click Adjust Visits....
  4. In the Adjust Selected Visits window, select the Assign Visits to Visit Site checkbox.
  5. Click the three-dot menu.
  6. In the dynamic view, choose a visit site to assign the selected visits to.
  7. In the Adjust Selected Visits window, click the OK button.
  8. In the Adjusting Visits window, check the progress of the visit adjustment.
  9. Optional: To print the results, click the Print button.
  10. Optional: To email the results, click the Email button.
  11. To close the Adjusting Visits window, click the OK button.