Recording a Customer Visit on your iPad

Whenever you meet with your customer, recording that encounter on your iPad is important for maintaining a history of all interactions.  Being able to review those transactions quickly is a huge time saver and makes for a more productive encounter.  If you’re going to be collecting that same information each time you meet with your customer, then it’s best to create the form with the same fields displayed multiple times on the page so that you can view all encounters at a single glance.

Customer Visit

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