In this article, we will show you all the functionalities of the visits page within your Visitors module on the RICOH Spaces web app. We will also show you how to create your own default view. Let's get started!
Functionalities:
Bulk update: Select multiple visits to bulk update them at once. You can change their status and delete the visits.
Customise View: Select which columns are visible in your view, pin columns left and right. Use the 'Reset View' to reset to the default view.
Note: Your view is personal and won't affect other people's views.
Upload Visits: Download our .csv template, fill it it and upload it. All visits will be automatically created.
Export: Export visits as a .csv file.
Calendar: Select a specific date, range of dates or period.
Location Filter: Change the selected location.
Note: You can only view one location at a time.
Other filters & Search: Use the status, questionnaire, hosts, tags and types to filter your visits.
Create a visit: By clicking on the top right '+' icon, you can create a new visit.
