2534685 - Notes and Dates From Last Visit Get Updated When You Complete a Visit

The fields Notes From Last Visit and Last Visit Date/Time get updated with the data from the visit you have completed.

1. Go to the Customers work center.
2. Open an Account.
3. Go to Visits tab.
4. Open a Visit.
5. Click on Actions -> Set as Complete.

The fields Notes From Last Visit and Last Visit Date/Time get updated with the data from this visit.

When the visit is in process, the field Notes From Last Visit and Last Visit Date/Time will pickup data from the last completed visit for this account.

When you complete this visit, it will be itself the last completed visit for this account, meaning the data from the fields Notes From Last Visit and Last Visit Date/Time will be filled with entries from this very visit.

This is the standard behavior of the system.

If this feature/functionality is required urgently, please refer to KBA 3475641 - Functionality Currently not Available.

KBA , LOD-CRM-ACC , Account , How To

SAP Cloud for Customer core applications 1705 ; SAP Cloud for Customer core applications 1708 ; SAP Cloud for Customer core applications 1711 ; SAP Hybris Cloud for Customer add-ins 1705 ; SAP Hybris Cloud for Customer add-ins 1708 ; SAP Hybris Cloud for Customer add-ins 1711