Overview 

Quick Edit lets you update one visit or many at the same time without opening each record. From a single panel you can change the visit date, time, assigned user, and status in bulk, which makes reassigning or rescheduling a group of visits fast. Because the change applies to every visit you selected, getting your selection right first is the key step. 

Before You Start

You need access to the Visits area and permission to edit visits. Select all of the visits you want to change before opening the quick-edit panel, since the update applies to the whole selection. 

How to Quick-Edit Visits

1. In the left navigation menu of FieldPie, select Visits. 

2. Choose a single visit or select multiple visits at once using the checkboxes. 

3. Click the pencil (edit) icon in the top-right corner to open the quick-edit panel. 

4. Update the date, time, assigned user, and status as needed. The changes apply to all of the selected visits. 

5. Click OK to save the changes. 

Tips and Things to Know

• Ideal for rescheduling or reassigning a batch of visits in one action. 

• Confirm your selection first—every selected visit receives the change. 

• Combine with filtering to grab exactly the visits you need before editing. 

• Status changes may depend on your visit status configuration. 

Frequently Asked Questions