To help you analyze your data more efficiently and take action in the right places at the right time, we have enabled a feature to help you quickly identify the places where a Form has or hasn’t been completed in a certain period.
NOTE: In the Actions tab, you can only see the forms which have some of the following fields: Numeric, Yes/No, Selection, Date, Product. The Forms where these fields do not exist will not be shown.
- The Actions tab is located right next to the Activities tab. Click on it to enter.
- Set your filter to Activity status, select the Form you want to find, and whether it should be completed or not. Click Apply.
You will obtain a list of Places filtered by the criteria you have selected.
If you have Scheduling in your subscription you can easily schedule new visits for these places in bulk using our Mass Scheduling feature straight from the Actions page in just a couple of clicks.