Managing visits in Service Console subtabs
Key Takeaway
To let reps work visits in Service Console subtabs instead of a modal window, edit a Service Console app in App Manager, select Console Navigation, and add Visits to its navigation items.
Visit Management in Life Sciences Cloud lets field reps plan, execute, and record visits on both the mobile app and the desktop site. On the desktop site, an admin can set up a Service Console app so reps manage visit records in subtabs. Reps can then keep related accounts and cases in view while they work on a visit.
What Manage Visits from Service Console does
Manage Visits from Service Console lets teams manage visit records in subtabs within the Service Console on the desktop site, so field reps keep context across accounts and cases while they multitask.
After the feature is configured, clicking a visit record opens it as a workspace tab instead of a modal window.
Priya is a field rep. Her admin has already added Visits to the navigation items of the Service Console app she uses. Priya has a clinic's account record open in the console. She clicks a planned visit for that clinic. The visit opens as a workspace tab, not a modal window. Priya can switch back to the account to check details while she records what happened in the visit.