Visit templates for visit types and visit rules
Key Takeaway
A visit template defines a type of visit and the rules its visits follow. A template can be used to create visits only when its Active field is selected.
A visit template is the record that defines a type of visit, such as a store call or a delivery visit. The template also sets the rules that visits of that type follow. Admins set up a template once. Users and automatic visit planning then create visits from the template, so settings like duration, customer requirement, deletion rules and photo limits stay consistent.
What a visit template does
A visit template does two jobs: it creates a type of visit, and it controls the visit rules. Think of the template as a blueprint. Admins set the rules once on the template. Visits created from the template then follow those rules.
Many labels say "call" where you might expect "visit". Examples include the "Set default call type" menu option, the "Customer Call Settings" related list and "Sync Options" values such as Complete Call.