You are not able to create Visits for Individual Customers
Reproducing the Issue
- Go to Visits Work Center
- Go to Visits View
- Select New Button
- In the
You will not have the possibility to enter a valid entry with Individual Customer.
Account : This is a complete information related to your customer
Individual Customer : Individual customers are those customers who are not associated with a corporate account and do business with your company directly
Visit : Customer site visits are a part of creating and keeping good relationships with customers. They can also be a way to discuss, run, and monitor marketing activities, such as campaigns.
So While Creating a Visit , we Create it only for account (which is your customer) but not for the people associated with the customer or who Do business with the company directly (since this is your Customer , not their (More Practically)).
This is currenlty the expected system behavior and is planned for subsequent releases.
KBA , LOD-CRM-ACC , Account , How To