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=== Smart Planning tab === | === Smart Planning tab === | ||
;Use smart planning: | ;Use smart planning: When this feature is enabled, the optimization process ensures that appointments are not be planned outside of opening hours. Users can also mark appointments as fixed; these appointments stay in their original time slot during optimization. To enable smart planning, contact your Business Development Manager or send an email to <code>mobilecrm@resco.net</code>. | ||
;Fixed Visit Field: Select a field from the appointment entity that determines whether the appointment has a fixed date and time. The time of the appointment does not change even when you start the automatic optimization of appointments in the app. This has to be a field of the type ''two options'' (Yes/No). | ;Fixed Visit Field: Select a field from the appointment entity that determines whether the appointment has a fixed date and time. The time of the appointment does not change even when you start the automatic optimization of appointments in the app. This has to be a field of the type ''two options'' (Yes/No). |