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* Select what to display on your map. | * Select what to display on your map. | ||
:[[File:Select what to display on the map.png]] | :[[File:Select what to display on the map.png|alt=Route plan: Select what to display on the map]] | ||
* Tap a location on the map to create an appointment with your account, contact, or lead. Route planner can navigate you on your way. | * Tap a location on the map to create an appointment with your account, contact, or lead. Route planner can navigate you on your way. | ||
:[[File:Add an appointment with mr snape.png]] | :[[File:Add an appointment with mr snape.png|alt=Route plan: Add an appointment]] | ||
* The planner ensures that a visit is not planned outside of [[opening hours]]. (*) Administrators can define the default opening hours for all records, but the users of the mobile app can modify the hours of a particular record. | * The planner ensures that a visit is not planned outside of [[opening hours]]. (*) Administrators can define the default opening hours for all records, but the users of the mobile app can modify the hours of a particular record. | ||
:[[File:Edit record opening hours.png|600px]] | :[[File:Edit record opening hours.png|600px|alt=Route plan: Edit opening hours of a record]] | ||
* Some appointments are not flexible; the time of the planned visit cannot change. Enable '''Fixed time''' for these visits. (*) | * Some appointments are not flexible; the time of the planned visit cannot change. Enable '''Fixed time''' for these visits. (*) | ||
:[[File:Fixed time appointments.png|300px]] | :[[File:Fixed time appointments.png|300px|alt=Route plan: Fixed time appointments]] | ||
* Configure where to start and end your trip: current location, home, work, or define a custom location. | * Configure where to start and end your trip: current location, home, work, or define a custom location. | ||
:[[File:Custom start location.png|600px]] | :[[File:Custom start location.png|600px|alt=Route plan: Custom start location]] | ||
* Plans can change. You can modify the address of a planned visit or appointment. | * Plans can change. You can modify the address of a planned visit or appointment. | ||
:[[File:Route planner alt address.png|400px]] | :[[File:Route planner alt address.png|400px|alt=Route plan: alternative address of a visit]] | ||
* Once you have added all your appointments for the day, tap '''Optimize Route''' and let the AI do the work: rearrange your appointments for maximum efficiency. (*) | * Once you have added all your appointments for the day, tap '''Optimize Route''' and let the AI do the work: rearrange your appointments for maximum efficiency. (*) | ||
:[[File:Optimize route.png|600px]] | :[[File:Optimize route.png|600px|alt=Route plan: route optimization]] | ||
* You can finetune your optimization preferences: | * You can finetune your optimization preferences: | ||
{| | {| | ||
| [[File:Adjust_optimization_settings.png|300px]] | | [[File:Adjust_optimization_settings.png|300px|alt=Route plan: adjust optimization settings]] | ||
| | | | ||
* Time increments for visit start: you can set the start of your meeting to be rounded up to whole 5 minutes, 10 minutes, etc. | * Time increments for visit start: you can set the start of your meeting to be rounded up to whole 5 minutes, 10 minutes, etc. | ||
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* Sometimes, you plan just a bit too much. | * Sometimes, you plan just a bit too much. | ||
:[[File:Unable to schedule.png]] | :[[File:Unable to schedule.png|alt=Route plan: Automatic scheduling may fail]] | ||
{{Note|Items marked by an asterisk (*) require '''Routes AI'''. Also, route optimization without this feature ignores fixed appointments and opening hours.}} | {{Note|Items marked by an asterisk (*) require '''Routes AI'''. Also, route optimization without this feature ignores fixed appointments and opening hours.}} | ||
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== Appointment icons == | == Appointment icons == | ||
[[File:Route plan icons.png]] | [[File:Route plan icons.png|alt=Route plan: meaning of the various icons]] | ||
* The first appointment has a solid icon | * The first appointment has a solid icon; it has already been saved. | ||
* Appointments 2 and 3 are in draft state. | * Appointments 2 and 3 are in draft state. | ||
* Appointment 2 has a warning indicating that the appointment is scheduled outside of the opening hours. You can tap the warning to fix this issue (replan). | * Appointment 2 has a warning indicating that the appointment is scheduled outside of the opening hours. You can tap the warning to fix this issue (replan). | ||