Update walk up "reason for visit" to work notes of interaction record

Shravani Kantha
Tera Contributor

Hi,

 

We have a requirement to add "reason for visit" drop down option to interaction record whenever walk up user do check-in. Currently short description of interaction is updated with short description entered during walk up checkin, but there is no OOB field or logic to capture "reason for visit" in interaction record. Missing this functionality is affecting reporting. Referred below article but steps are not clear to add logic to extension point. Let me know if anyone has implemented this functionality.

 

How are interactions created and how can this records be customised - Support and Troubleshooting (s...

 

Thanks in advance.

 

Regards,

Shravani

1 REPLY 1

Kev9
Kilo Sage

You can use the sn_walkup_interaction_wu_context to report on the original "Reason for visit"