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Use this page to record what you saw or discussed at an account with notes, and to plan tasks and notes for the next visit with Next Visit To Do’s, so nothing gets missed.

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Notes

Notes belong to the account, so the list shows every note for the account, not only notes from this visit.

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Add a Note

You add notes from an open visit:
1

Open Notes

On the visit, tap the action button, and then tap Add Note. The Notes screen opens. To find an existing note, use Search notes….
2

Start a New Note

Tap New Note.
3

Enter the Note

Enter a TITLE and the NOTE. If your company hides the title, the first 20 characters of the note become the title.
4

Save

Tap Save.
To edit or delete a note, tap it.
Your company might require at least 1 note on the visit before you can check out.

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Next Visit To Do’s

Use Next Visit To Do’s to plan tasks and notes for the next time someone visits the account.

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Plan Follow-Ups for the Next Visit

To save follow-ups, you need to select at least 1 task, or add a note with a title. Plan them from an open visit:
  1. On the visit, tap the action button, and then tap Next Visit To Do’s.
  2. Optional: Under Add Assignee, choose who the follow-up is for. Otherwise, it stays as None.
  3. Under Incomplete Task and Surveys, select the unfinished tasks to carry over.
  4. Optional: Under Add Tasks and Surveys, select any new tasks.
  5. Optional: Under Add Note, enter a title and note.
  6. Tap Save.
The Next Visit To Do’s screen also opens automatically when you cancel a visit, or check out and choose to copy unfinished tasks. In that case, start at step 2. After you save, FieldKo adds the follow-ups to a visit:
  • If a future visit is already planned for the account, FieldKo adds the tasks to that visit right away.
  • If no future visit is planned, FieldKo adds the tasks to the next visit created for the account.

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See Also

Last modified on October 19, 2026