video1.0<iframe src="https://www.loom.com/embed/3901909a0e81418586db95af62dc7f71" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/3901909a0e81418586db95af62dc7f71-c563939317a3aebe.gif59.947This Loom explains how to use the Portfolio view to manage customer visits. From the homepage, you tap View Portfolio to see a list of all customers, with the amount shown depending on whether Portfolio view is enabled. You can search and filter the list, then tap a specific customer to view outstanding visits. By ticking the box, you can switch to see visits that have been completed.