MyDataOrganizer Report OnTarget/Overdue Client Visits

Based upon Account Priority report is created for OnTarget/Overdue Client Visits.

  • Account Priority = A and days since last visit < 20 =>On Target
  • Account Priority = B and days since last visit < 40 =>On Target
  • Account Priority = C and days since last visit < 60 =>On Target
  • Otherwise Overdue for Visit

The latest document is maintained at https://mydataorganizer.com/MyDataOrganizer/ClientVisits_MyDataOrganizer.html

For Any Question please Contact MyDataOrganizer

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