You asked… Visit Record Updates

Based on your suggestions, we’ve updated the Planning Guide and Personal Visit Records.


The PVR is a long record. Save buttons already exist throughout the record. We’ve added a “Save and Close” button next to each “Save” button.

So if you are in the middle of a record and need to save your work and move on to other stuff, click the Save and Close.

We have the convenient color coding system in the Contacts page to help you get back to any records still needing to be completed.

Open Previous Planning Guide

A button to open the previous Planning Guide has been added to the Planning Guide and Personal Visit records.

Resource Information Shared

If you have checked some items in the “Resource Information Shared” list, you can now add some notes on what was shared.