Add visitors to a daily log

You can document key visitors to the job site, such as owners, architects, or building inspectors, along with the time and purpose of their visit. You can also import contacts directly from the project directory.

Open the daily log details

1. Go to Projects and select the appropriate project in the Quick Select section.
2. On the Project Home page, select Daily Logs in the Documentation section.
3. On the Daily Logs page, select the appropriate date from the list.

Add visitors manually

1. In the Visitors section, select Add / Import Items > Add Manually.
2. Enter the Company name.
3. Enter the visitor's name in the Contact field.
4. Enter the Time of Visit.
5. Optionally, enter the Purpose of the visit.
6. Select Add & Close.

Import visitors from the project directory

1. In the Visitors section, select Add / Import Items > Import From Project Directory.
2. Optionally, use the Search field to filter the list.
3. Select one or more contacts from the list.
4. For each selected contact, enter the Time of Visit.
5. Select Add & Close.