To view all the not-at-homes and return visits you’ve recorded in the record, create a slip.
In iOS, press the share button at the bottom of the screen. It looks like a square with an arrow.
In Android, open the options menu (look for three vertical dots in the upper-right corner). There will be three View…Slip options.
You can create a …
- Not-at-home slip.
- Return slip.
- Combined slip (any address with any information saved to it).
The slip displays the street name, the date you created the record, the address numbers, and the notes. It will also display the territory number and the publisher’s name if you’ve added it.
To add the territory number and publisher’s name,
- in iOS, if a menu appears, press “View slip”. Type territory number in its text field and the publisher’s name in its text field.
- in Android, touch the header of the slip (area below the app’s orange title bar and above the columns’ headings. A menu appears. Choose either “Update publisher name” or “Update territory number”. Type in the new information and press “Save”.
To export the slip as a PDF…
- in Android, open the options menu and select “Print PDF”. There you can select a printer to print it or select “Save as PDF”.
- in iOS, if a menu has not appeared, press the “Share slip” button in the lower-left corner. Select “Export as PDF”.