To help you analyze your data more efficiently and take action on the right places in the right time, we have enabled a feature to help you quickly identify the places on which a Form has or hasn’t been completed in a certain period.
Using our Actions tab you can filter Places based on completion or incompletion of specific forms and also see in which Places a Form has never been completed.
*NOTE: In Actions are shown only forms which have some of the following fields: Numeric, Yes/No, Selection, Date, Product. All Forms in which these fields do not exist will not be visible in the Actions tab.
1. The Actions tab is located right next to the Activities tab. Click on it to enter.
2. Set your filters in the filter section on the right and click Apply
Results: On the left of the page your places will be 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.