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https://vms.ces.myfiinet.com/vms/my-visitors

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Description

The My Visitors page allows users to manage visitor records, including create, edit, and delete operations. Users can also search visitors by name and share visitor records with colleagues in the same company. Visitors can be organized into three extensions: Companies, Tags, and Categories.

Visitors​

The page includes a table that displays the following columns:

  • Avatar & Name
  • Job title
  • Company
  • Tag

Create​

To create a visitor, users must provide the following information:

  • Type: Indicates the type of visitor being requested. Common options include Business, Government, Interview, Delivery, and Other.
  • Name: Specifies a unique name for the visitor.
  • Email: an email address used to send the entry pass QR code.

The following fields are optional:

  • Phone
  • Company
  • Job Title
  • Tags
https://vms.ces.myfiinet.com/vms/my-visitors

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Edit​

When the user clicks on "Edit Info" in the "More" menu, the editable information of the relevant visitor will be displayed in a dialog box. All of the fields presented can be edited.

https://vms.ces.myfiinet.com/vms/my-visitors

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Resend Pass​

When the user clicks on "Resend Pass" in the "More" menu, a dialog box will be displayed showing a list of related booking records to the visitor. It can be shared via copy or email.

https://vms.ces.myfiinet.com/vms/my-visitors

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https://vms.ces.myfiinet.com/vms/my-visitors

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Delete​

When the user clicks on "Delete" in the "More" menu, a warning dialog box will be displayed to double-check and alert the user that the delete action is irreversible.

https://vms.ces.myfiinet.com/vms/my-visitors

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Extensions​

Companies​

This is a list that can be utilized for managing companies. Companies can be added, edited, and deleted from this list. Any modifications made to the companies will automatically synchronize with the corresponding visitor records.

https://vms.ces.myfiinet.com/vms/my-visitors

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Create​

To create a company, the following fields are required:

  • Type
  • Name

The following fields are optional:

  • Address
  • Website
  • Note

Edit​

When the user clicks on "Edit Info" in the "More" menu, the editable information of the relevant company will be displayed in a dialog box. All of the fields presented can be edited.

Delete​

When the user clicks on "Delete" in the "More" menu, a warning dialog box will be displayed to double-check and alert the user that the delete action is irreversible.

Tags​

This is a list specifically designed for tagging visitors. Tags can be added, edited, and deleted within this list. Any changes made to the tags will automatically synchronize with the corresponding visitor records.

https://vms.ces.myfiinet.com/vms/my-visitors

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Create​

To create a tag, the following fields are required:

  • Type
  • Name

The following fields are optional:

  • Description

Edit​

When the user clicks on "Edit Info" in the "More" menu, the editable information of the relevant tag will be displayed in a dialog box. All of the fields presented can be edited.

Delete​

When the user clicks on "Delete" in the "More" menu, a warning dialog box will be displayed to double-check and alert the user that the delete action is irreversible.

Categories​

This category list can be used in visit tickets. Categories can be added, edited, and deleted.

https://vms.ces.myfiinet.com/vms/my-visitors

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Create​

To create a category, the following fields are required:

  • Name

Edit​

When the user clicks on "Edit Info" in the "More" menu, the editable information of the relevant category will be displayed in a dialog box. All of the fields presented can be edited.

Delete​

When the user clicks on "Delete" in the "More" menu, a warning dialog box will be displayed to double-check and alert the user that the delete action is irreversible.